+152.4%
HUBB vs BUD
+44.7%
+107.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.2% | +0.1% | -1.7% |
| 7D | +1.1% | -1.3% | +2.4% | +1.3% |
| 30D | -9.6% | -6.1% | -3.5% | -8.6% |
| 3M | -6.2% | -3.8% | -2.4% | -5.7% |
| 6M | -6.2% | +8.2% | -14.3% | -8.3% |
| YTD | +3.4% | +23.6% | -20.2% | -2.0% |
| 1Y | +5.3% | +33.4% | -28.1% | -2.0% |
| 3Y | +44.4% | +45.3% | -1.0% | +28.9% |
| 5Y | +152.4% | +44.3% | +108.1% | +114.8% |
| All | +152.4% | +44.7% | +107.7% | +114.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling