-91.5%
HTZ vs HUBB
+165.7%
-257.2%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.3% |
| 7D | +7.5% | +0.5% | +6.9% | +7.1% |
| 30D | +47.4% | -10.0% | +57.5% | +55.4% |
| 3M | -54.9% | -4.8% | -50.1% | -54.3% |
| 6M | -47.0% | -5.6% | -41.5% | -46.8% |
| YTD | -55.3% | +4.7% | -59.9% | -57.7% |
| 1Y | -57.6% | +6.7% | -64.3% | -60.6% |
| 3Y | -86.6% | +45.8% | -132.4% | -90.1% |
| 5Y | -86.1% | +145.9% | -232.1% | -93.1% |
| All | -91.5% | +165.7% | -257.2% | -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