-3.4%
HUBB vs BNS
+52.0%
-55.4%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.0% | -5.4% | -3.7% |
| 7D | +0.2% | +2.0% | -1.8% | -0.6% |
| 30D | -8.8% | +7.8% | -16.6% | -11.7% |
| 3M | -12.5% | +11.7% | -24.1% | -16.6% |
| 6M | -14.5% | +28.2% | -42.8% | -24.1% |
| YTD | -0.4% | +34.8% | -35.2% | -15.2% |
| 1Y | -3.4% | +51.1% | -54.5% | -22.7% |
| All | -3.4% | +52.0% | -55.4% | -22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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