-66.4%
HTZ vs HUBB
-4.0%
-62.4%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -2.5% | +11.6% | +9.9% |
| 7D | +18.9% | +0.2% | +18.7% | +18.7% |
| 30D | +26.3% | -8.8% | +35.1% | +29.8% |
| 3M | +49.7% | -12.5% | +62.1% | +56.2% |
| 6M | -61.1% | -14.5% | -46.6% | -59.6% |
| YTD | -56.0% | -0.4% | -55.6% | -61.4% |
| 1Y | -66.4% | -3.4% | -63.0% | -69.4% |
| All | -66.4% | -4.0% | -62.4% | -69.4% |
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