-91.6%
HTZ vs HUBB
+152.7%
-244.4%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -2.5% | +11.6% | +10.4% |
| 7D | +18.9% | +0.2% | +18.7% | +18.7% |
| 30D | +26.3% | -8.8% | +35.1% | +31.6% |
| 3M | +49.7% | -12.5% | +62.1% | +59.2% |
| 6M | -61.1% | -14.5% | -46.6% | -58.6% |
| YTD | -56.0% | -0.4% | -55.6% | -57.6% |
| 1Y | -66.4% | -3.4% | -63.0% | -67.0% |
| 3Y | -75.8% | +61.6% | -137.4% | -83.2% |
| 5Y | -93.1% | +131.9% | -224.9% | -96.5% |
| All | -91.6% | +152.7% | -244.4% | -96.4% |
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 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