-93.4%
HTZ vs HUBB
+130.8%
-224.2%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -2.5% | +11.6% | +10.3% |
| 7D | +18.9% | +0.2% | +18.7% | +18.7% |
| 30D | +26.3% | -8.8% | +35.1% | +31.4% |
| 3M | +49.7% | -12.5% | +62.1% | +58.9% |
| 6M | -61.1% | -14.5% | -46.6% | -58.7% |
| YTD | -56.0% | -0.4% | -55.6% | -57.5% |
| 1Y | -66.4% | -3.4% | -63.0% | -67.0% |
| 3Y | -75.8% | +61.6% | -137.4% | -82.9% |
| All | -93.4% | +130.8% | -224.2% | -96.7% |
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