+144,902.8%
HUBB vs ALK
+828.7%
+144,074.1%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.8% |
| 7D | -2.6% | +12.9% | -15.5% | -5.0% |
| 30D | -7.7% | +5.5% | -13.2% | -9.0% |
| 3M | -13.0% | -12.1% | -0.9% | -11.2% |
| 6M | -10.6% | +1.7% | -12.3% | -11.9% |
| YTD | -0.6% | -17.4% | +16.9% | +1.3% |
| 1Y | -4.1% | -1.9% | -2.2% | -5.7% |
| 3Y | +57.2% | +21.2% | +35.9% | +44.7% |
| 5Y | +127.2% | -27.8% | +155.0% | +127.4% |
| 10Y | +386.2% | -41.0% | +427.2% | +375.6% |
| All | +144,902.8% | +828.7% | +144,074.1% | +105,074.9% |
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 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