+66.7%
HDB vs HUBB
+381.1%
-314.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | +2.7% | +1.8% | +1.0% | +2.2% |
| 30D | +14.1% | -7.7% | +21.8% | +16.8% |
| 3M | +11.8% | -13.6% | +25.4% | +16.8% |
| 6M | +8.2% | -9.1% | +17.3% | +10.3% |
| YTD | -29.3% | -0.7% | -28.6% | -30.6% |
| 1Y | -28.8% | +1.1% | -29.8% | -30.6% |
| 3Y | -7.5% | +56.2% | -63.7% | -27.2% |
| 5Y | -23.1% | +126.6% | -149.7% | -50.2% |
| All | +66.7% | +381.1% | -314.4% | -24.1% |
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