+123.0%
HUBB vs ALK
-34.8%
+157.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.6% | +1.9% | +2.4% |
| 7D | +1.7% | +9.0% | -7.4% | -0.9% |
| 30D | -9.7% | -1.6% | -8.0% | -9.7% |
| 3M | -15.2% | -23.2% | +8.0% | -9.4% |
| 6M | -14.0% | -3.9% | -10.1% | -14.3% |
| YTD | -2.4% | -22.6% | +20.1% | +1.9% |
| 1Y | -5.8% | -5.3% | -0.5% | -7.3% |
| 3Y | +60.4% | +18.6% | +41.8% | +40.4% |
| All | +123.0% | -34.8% | +157.7% | +126.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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