+248.1%
HD vs HUBB
+382.2%
-134.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.4% | -0.4% |
| 7D | -0.5% | +4.6% | -5.1% | -2.3% |
| 30D | +18.5% | -8.4% | +26.8% | +22.1% |
| 3M | +2.2% | -14.3% | +16.5% | +8.0% |
| 6M | +13.8% | -9.3% | +23.2% | +16.6% |
| YTD | +3.4% | -0.5% | +3.9% | +0.9% |
| 1Y | -3.5% | -2.1% | -1.4% | -5.3% |
| 3Y | +29.0% | +57.2% | -28.2% | -3.0% |
| 5Y | +6.1% | +127.1% | -121.0% | -35.8% |
| All | +248.1% | +382.2% | -134.1% | +39.7% |
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