+1,486.0%
HUBB vs BTG
+371.8%
+1,114.2%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.9% | +2.3% | -0.4% |
| 7D | -1.7% | -5.5% | +3.8% | -1.3% |
| 30D | -12.7% | +6.1% | -18.8% | -13.1% |
| 3M | -2.9% | +38.6% | -41.6% | -5.3% |
| 6M | -4.8% | +0.7% | -5.5% | -5.4% |
| YTD | +2.8% | +20.3% | -17.6% | +0.7% |
| 1Y | +3.5% | +25.0% | -21.5% | +0.9% |
| 3Y | +43.5% | +97.3% | -53.8% | +34.5% |
| 5Y | +154.2% | +78.3% | +75.9% | +137.7% |
| 10Y | +434.0% | +151.6% | +282.4% | +375.8% |
| All | +1,486.0% | +371.8% | +1,114.2% | +1,124.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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