+73.9%
HST vs HUBB
+148.7%
-74.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | +0.7% |
| 7D | -0.3% | +1.1% | -1.4% | -0.8% |
| 30D | -2.8% | -9.6% | +6.8% | +1.0% |
| 3M | -6.5% | -6.2% | -0.3% | -4.9% |
| 6M | +20.7% | -6.2% | +26.9% | +21.9% |
| YTD | +30.5% | +3.4% | +27.1% | +25.8% |
| 1Y | +36.8% | +5.3% | +31.5% | +30.1% |
| 3Y | +65.9% | +44.4% | +21.5% | +31.3% |
| 5Y | +73.9% | +152.4% | -78.5% | -3.0% |
| All | +73.9% | +148.7% | -74.8% | -3.0% |
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 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