+1,624.1%
HUBB vs BIDU
+1,302.3%
+321.8%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -7.0% | +7.8% | +2.1% |
| 7D | +4.8% | -2.4% | +7.3% | +5.2% |
| 30D | -9.3% | -15.6% | +6.3% | -6.8% |
| 3M | -3.9% | -22.3% | +18.4% | -0.2% |
| 6M | -0.8% | -22.3% | +21.4% | +2.3% |
| YTD | +5.6% | -29.2% | +34.7% | +10.4% |
| 1Y | +7.7% | -14.8% | +22.6% | +8.2% |
| 3Y | +47.5% | -31.8% | +79.2% | +50.1% |
| 5Y | +153.7% | -43.1% | +196.8% | +151.0% |
| 10Y | +433.0% | -50.6% | +483.7% | +402.6% |
| All | +1,624.1% | +1,302.3% | +321.8% | +886.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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