+78.2%
HBAN vs HUBB
+46.2%
+32.1%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.0% | +0.1% |
| 7D | -1.0% | -0.1% | -0.9% | -1.0% |
| 30D | -5.6% | -10.0% | +4.4% | -2.0% |
| 3M | -1.1% | -1.6% | +0.4% | -1.7% |
| 6M | +9.9% | -3.1% | +13.0% | +9.0% |
| YTD | -0.9% | +4.6% | -5.5% | -5.4% |
| 1Y | -1.4% | +3.3% | -4.7% | -5.8% |
| 3Y | +78.2% | +46.6% | +31.6% | +42.0% |
| All | +78.2% | +46.2% | +32.1% | +42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded HUBB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling