+289.4%
HPE vs HUBB
+46.2%
+243.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +1.8% | +10.7% | +11.3% |
| 7D | +19.4% | -0.1% | +19.5% | +19.5% |
| 30D | +5.6% | -10.0% | +15.6% | +12.9% |
| 3M | +33.1% | -1.6% | +34.7% | +33.4% |
| 6M | +192.5% | -3.1% | +195.5% | +194.4% |
| YTD | +160.9% | +4.6% | +156.3% | +148.9% |
| 1Y | +155.0% | +3.3% | +151.6% | +144.5% |
| 3Y | +289.4% | +46.6% | +242.8% | +199.0% |
| All | +289.4% | +46.2% | +243.2% | +199.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling