+376.9%
HUBB vs BUD
-2.1%
+379.0%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.4% | -0.6% |
| 7D | +1.8% | +1.0% | +0.7% | +1.4% |
| 30D | -7.7% | +6.7% | -14.4% | -9.9% |
| 3M | -13.6% | +5.7% | -19.3% | -15.5% |
| 6M | -9.1% | +5.8% | -14.9% | -11.6% |
| YTD | -0.7% | +34.4% | -35.1% | -11.5% |
| 1Y | +1.1% | +33.3% | -32.2% | -9.6% |
| 3Y | +56.2% | +48.8% | +7.4% | +31.2% |
| 5Y | +126.6% | +52.5% | +74.1% | +84.0% |
| All | +376.9% | -2.1% | +379.0% | +298.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling