+1,731.8%
HCA vs HUBB
+820.0%
+911.8%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.1% | +7.0% | +5.9% |
| 7D | +4.9% | +1.1% | +3.8% | +4.3% |
| 30D | +1.9% | -9.6% | +11.5% | +6.3% |
| 3M | +12.7% | -6.2% | +18.9% | +14.3% |
| 6M | -22.3% | -6.2% | -16.2% | -21.8% |
| YTD | -9.3% | +3.4% | -12.7% | -13.4% |
| 1Y | +2.7% | +5.3% | -2.6% | -3.5% |
| 3Y | +57.8% | +44.4% | +13.5% | +17.6% |
| 5Y | +70.3% | +152.4% | -82.0% | -11.3% |
| 10Y | +499.7% | +437.0% | +62.6% | +101.9% |
| All | +1,731.8% | +820.0% | +911.8% | +299.3% |
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