+340.8%
HPE vs HUBB
+148.7%
+192.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.6% | -5.7% | -5.9% |
| 7D | +1.4% | -1.7% | +3.1% | +2.4% |
| 30D | +1.5% | -12.7% | +14.2% | +10.0% |
| 3M | +21.7% | -2.9% | +24.7% | +23.1% |
| 6M | +164.2% | -4.8% | +169.0% | +169.2% |
| YTD | +132.1% | +2.8% | +129.3% | +125.1% |
| 1Y | +130.6% | +3.5% | +127.1% | +122.4% |
| 3Y | +244.1% | +43.5% | +200.6% | +171.1% |
| 5Y | +340.8% | +154.2% | +186.6% | +142.1% |
| All | +340.8% | +148.7% | +192.1% | +142.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling