+248.6%
HD vs HUBB
+381.1%
-132.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.4% | +0.2% |
| 7D | +1.5% | +1.8% | -0.2% | +0.8% |
| 30D | +18.0% | -7.7% | +25.7% | +21.3% |
| 3M | +2.8% | -13.6% | +16.4% | +8.2% |
| 6M | +17.0% | -9.1% | +26.1% | +19.7% |
| YTD | +3.5% | -0.7% | +4.3% | +1.1% |
| 1Y | -2.6% | +1.1% | -3.6% | -5.7% |
| 3Y | +30.7% | +56.2% | -25.5% | -1.4% |
| 5Y | +6.2% | +126.6% | -120.4% | -35.7% |
| All | +248.6% | +381.1% | -132.5% | +40.0% |
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 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