+4,328.1%
HSY vs HUBB
+153,832.3%
-149,504.2%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | +0.1% |
| 7D | -1.6% | +4.8% | -6.4% | -1.6% |
| 30D | -4.2% | -9.3% | +5.1% | -4.2% |
| 3M | -0.7% | -3.9% | +3.2% | -0.7% |
| 6M | -21.8% | -0.8% | -20.9% | -21.8% |
| YTD | -2.7% | +5.6% | -8.2% | -2.7% |
| 1Y | -4.8% | +7.7% | -12.6% | -4.9% |
| 3Y | -9.4% | +47.5% | -56.8% | -9.6% |
| 5Y | +11.3% | +153.7% | -142.4% | +10.7% |
| 10Y | +125.0% | +433.0% | -308.0% | +123.2% |
| All | +4,328.1% | +153,832.3% | -149,504.2% | +4,053.2% |
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