+153,832.2%
HUBB vs BBWI
+999.2%
+152,833.1%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.1% | +4.0% | +1.6% |
| 7D | +4.8% | +1.6% | +3.3% | +4.4% |
| 30D | -9.3% | -6.2% | -3.1% | -8.3% |
| 3M | -3.9% | +4.3% | -8.2% | -5.6% |
| 6M | -0.8% | -7.2% | +6.3% | -1.2% |
| YTD | +5.6% | -3.0% | +8.6% | +3.7% |
| 1Y | +7.7% | -30.8% | +38.5% | +12.6% |
| 3Y | +47.5% | -43.4% | +90.9% | +55.1% |
| 5Y | +153.7% | -66.7% | +220.4% | +187.5% |
| 10Y | +433.0% | -55.7% | +488.7% | +381.7% |
| All | +153,832.2% | +999.2% | +152,833.1% | +62,970.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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