+437.9%
HUBB vs BUD
-22.3%
+460.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.7% | +1.0% | +1.5% |
| 7D | -0.1% | -2.6% | +2.6% | +0.8% |
| 30D | -10.0% | -1.2% | -8.7% | -9.6% |
| 3M | -1.6% | -4.9% | +3.3% | -0.4% |
| 6M | -3.1% | +9.3% | -12.4% | -6.8% |
| YTD | +4.6% | +24.0% | -19.4% | -3.8% |
| 1Y | +3.3% | +34.5% | -31.2% | -7.7% |
| 3Y | +46.6% | +43.7% | +2.9% | +24.7% |
| 5Y | +158.7% | +46.0% | +112.7% | +113.2% |
| All | +437.9% | -22.3% | +460.2% | +383.8% |
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