+152,497.5%
HUBB vs ALK
+839.9%
+151,657.6%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | -0.2% |
| 7D | +0.5% | -0.7% | +1.2% | +0.7% |
| 30D | -10.0% | -19.2% | +9.2% | -6.2% |
| 3M | -4.8% | -1.5% | -3.2% | -4.9% |
| 6M | -5.6% | -13.1% | +7.5% | -4.1% |
| YTD | +4.7% | -16.4% | +21.1% | +6.8% |
| 1Y | +6.7% | -33.1% | +39.7% | +13.3% |
| 3Y | +45.8% | +0.6% | +45.1% | +39.6% |
| 5Y | +145.9% | -26.4% | +172.3% | +145.9% |
| 10Y | +418.6% | -34.2% | +452.7% | +400.4% |
| All | +152,497.5% | +839.9% | +151,657.6% | +110,824.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling