+4,353.6%
HSY vs HUBB
+144,634.5%
-140,280.9%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | -2.1% | +1.8% | -3.9% | -2.1% |
| 30D | +6.1% | -7.7% | +13.8% | +6.1% |
| 3M | -5.6% | -13.6% | +7.9% | -5.6% |
| 6M | -9.5% | -9.1% | -0.4% | -9.5% |
| YTD | -2.1% | -0.7% | -1.4% | -2.1% |
| 1Y | +0.8% | +1.1% | -0.3% | +0.7% |
| 3Y | -2.1% | +56.2% | -58.3% | -2.4% |
| 5Y | +11.2% | +126.6% | -115.4% | +10.7% |
| 10Y | +128.3% | +384.6% | -256.3% | +126.5% |
| All | +4,353.6% | +144,634.5% | -140,280.9% | +4,078.0% |
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 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