+154.2%
HUBB vs BLDR
+7.7%
+146.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.9% | +3.4% | +0.6% |
| 7D | -1.7% | -8.1% | +6.4% | +0.7% |
| 30D | -12.7% | -21.5% | +8.8% | -6.5% |
| 3M | -2.9% | -21.0% | +18.0% | +3.0% |
| 6M | -4.8% | -37.1% | +32.3% | +7.5% |
| YTD | +2.8% | -42.7% | +45.5% | +18.3% |
| 1Y | +3.5% | -58.0% | +61.5% | +30.2% |
| 3Y | +43.5% | -57.8% | +101.4% | +72.2% |
| 5Y | +154.2% | +10.3% | +143.9% | +117.9% |
| All | +154.2% | +7.7% | +146.5% | +117.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 5y: compounded portfolio wealth divided by compounded BLDR 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…
5y analysis · Full analysis span regression · 6 months rolling