+5.3%
HUBB vs BAM
-12.6%
+17.9%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.4% | +0.2% | -1.6% |
| 7D | +1.1% | -3.9% | +5.0% | +1.9% |
| 30D | -9.6% | -8.8% | -0.8% | -7.9% |
| 3M | -6.2% | +2.2% | -8.4% | -6.5% |
| 6M | -6.2% | +5.9% | -12.1% | -7.8% |
| YTD | +3.4% | -6.1% | +9.5% | +5.1% |
| 1Y | +5.3% | -11.6% | +16.9% | +9.2% |
| All | +5.3% | -12.6% | +17.9% | +9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 1y: compounded portfolio wealth divided by compounded BAM 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…
1y analysis · Full analysis span regression · 6 months rolling