-3.8%
HSY vs HUBB
+5.5%
-9.3%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.4% | -0.4% |
| 7D | +0.1% | -0.1% | +0.2% | +0.1% |
| 30D | -5.2% | -10.0% | +4.8% | -6.0% |
| 3M | -3.4% | -1.6% | -1.8% | -4.4% |
| 6M | -19.2% | -3.1% | -16.1% | -19.6% |
| YTD | -2.6% | +4.6% | -7.2% | -2.9% |
| 1Y | -3.8% | +3.3% | -7.1% | -3.3% |
| All | -3.8% | +5.5% | -9.3% | -3.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling