+4,191.8%
HDB vs HUBB
+2,768.5%
+1,423.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -0.6% |
| 7D | +4.1% | +4.6% | -0.5% | +1.7% |
| 30D | +13.0% | -8.4% | +21.3% | +17.5% |
| 3M | +11.3% | -14.3% | +25.6% | +19.5% |
| 6M | +6.9% | -9.3% | +16.3% | +10.2% |
| YTD | -29.6% | -0.5% | -29.1% | -31.8% |
| 1Y | -29.5% | -2.1% | -27.4% | -31.4% |
| 3Y | -8.1% | +57.2% | -65.3% | -35.6% |
| 5Y | -23.4% | +127.1% | -150.5% | -58.6% |
| 10Y | +62.9% | +385.7% | -322.7% | -49.6% |
| All | +4,191.8% | +2,768.5% | +1,423.2% | +326.3% |
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