+773.9%
HBAN vs HUBB
+149,745.2%
-148,971.3%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.6% |
| 7D | -1.9% | -1.7% | -0.3% | -1.9% |
| 30D | -5.9% | -12.7% | +6.8% | -5.7% |
| 3M | +0.2% | -2.9% | +3.2% | +0.3% |
| 6M | +6.6% | -4.8% | +11.4% | +6.7% |
| YTD | -1.7% | +2.8% | -4.5% | -1.8% |
| 1Y | -1.7% | +3.5% | -5.2% | -1.8% |
| 3Y | +74.9% | +43.5% | +31.3% | +73.9% |
| 5Y | +36.0% | +154.2% | -118.2% | +34.2% |
| 10Y | +156.9% | +434.0% | -277.1% | +151.8% |
| All | +773.9% | +149,745.2% | -148,971.3% | +757.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling