+208.1%
HD vs HUBB
+440.4%
-232.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.1% | -0.2% |
| 7D | -1.8% | +1.1% | -2.9% | -2.3% |
| 30D | -10.8% | -9.6% | -1.2% | -7.2% |
| 3M | -2.7% | -6.2% | +3.5% | -0.9% |
| 6M | -10.3% | -6.2% | -4.1% | -9.2% |
| YTD | -7.8% | +3.4% | -11.2% | -10.9% |
| 1Y | -23.1% | +5.3% | -28.5% | -26.7% |
| 3Y | +2.0% | +44.4% | -42.4% | -19.5% |
| 5Y | +6.2% | +152.4% | -146.2% | -38.6% |
| All | +208.1% | +440.4% | -232.3% | +18.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling