+5,596.8%
HON vs HUBB
+153,832.2%
-148,235.4%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.5% | -0.7% |
| 7D | -0.8% | +4.8% | -5.7% | -0.9% |
| 30D | -15.2% | -9.3% | -5.9% | -15.0% |
| 3M | -6.0% | -3.9% | -2.1% | -5.9% |
| 6M | -14.9% | -0.8% | -14.1% | -14.9% |
| YTD | +3.2% | +5.6% | -2.4% | +3.0% |
| 1Y | 0.0% | +7.7% | -7.7% | -0.1% |
| 3Y | +21.5% | +47.5% | -26.0% | +20.7% |
| 5Y | +4.0% | +153.7% | -149.6% | +2.5% |
| 10Y | +138.4% | +433.0% | -294.7% | +132.9% |
| All | +5,596.8% | +153,832.2% | -148,235.4% | +6,144.7% |
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