+34,054.1%
HD vs HUBB
+144,902.8%
-110,848.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.7% |
| 7D | +5.2% | -2.6% | +7.8% | +5.2% |
| 30D | +20.7% | -7.7% | +28.4% | +20.8% |
| 3M | +0.8% | -13.0% | +13.8% | +1.0% |
| 6M | +12.2% | -10.6% | +22.8% | +12.3% |
| YTD | +4.2% | -0.6% | +4.8% | +4.2% |
| 1Y | -2.6% | -4.1% | +1.6% | -2.6% |
| 3Y | +30.0% | +57.2% | -27.2% | +29.2% |
| 5Y | +8.1% | +127.2% | -119.1% | +6.9% |
| 10Y | +247.2% | +386.2% | -139.0% | +240.8% |
| All | +34,054.1% | +144,902.8% | -110,848.7% | +37,033.4% |
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