+3,769.4%
HDB vs HUBB
+2,917.5%
+852.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.6% | -0.5% |
| 7D | +0.4% | +0.5% | -0.1% | +0.1% |
| 30D | -2.8% | -10.0% | +7.2% | +2.3% |
| 3M | -3.5% | -4.8% | +1.2% | -2.3% |
| 6M | -24.7% | -5.6% | -19.2% | -24.1% |
| YTD | -36.6% | +4.7% | -41.2% | -39.8% |
| 1Y | -34.4% | +6.7% | -41.0% | -38.9% |
| 3Y | -24.4% | +45.8% | -70.1% | -44.4% |
| 5Y | -35.4% | +145.9% | -181.3% | -66.4% |
| 10Y | +39.5% | +418.6% | -379.1% | -58.2% |
| All | +3,769.4% | +2,917.5% | +852.0% | +276.8% |
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