-3.4%
HUBB vs BR
-14.2%
+10.8%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.0% | -5.5% | -1.9% |
| 7D | +0.2% | +7.0% | -6.7% | +1.6% |
| 30D | -8.8% | +19.0% | -27.8% | -5.5% |
| 3M | -12.5% | +13.1% | -25.6% | -10.0% |
| 6M | -14.5% | +24.6% | -39.2% | -9.9% |
| YTD | -0.4% | -13.6% | +13.2% | +2.9% |
| 1Y | -3.4% | -13.1% | +9.7% | +0.1% |
| All | -3.4% | -14.2% | +10.8% | +0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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