+7.4%
HD vs HUBB
+154.5%
-147.1%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.9% | -3.2% | -2.6% |
| 7D | -1.2% | +4.8% | -6.0% | -2.6% |
| 30D | -11.1% | -9.3% | -1.8% | -8.5% |
| 3M | +2.0% | -3.9% | +5.9% | +2.7% |
| 6M | -10.5% | -0.8% | -9.6% | -11.2% |
| YTD | -6.9% | +5.6% | -12.4% | -9.8% |
| 1Y | -23.2% | +7.7% | -30.9% | -26.5% |
| 3Y | +3.1% | +47.5% | -44.4% | -15.5% |
| 5Y | +7.4% | +153.7% | -146.3% | -33.2% |
| All | +7.4% | +154.5% | -147.1% | -33.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling