+1,918.7%
HUBB vs BUD
+201.1%
+1,717.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | 0.0% | +0.1% |
| 7D | +0.5% | +0.3% | +0.3% | +0.4% |
| 30D | -10.0% | -5.7% | -4.3% | -8.1% |
| 3M | -4.8% | +3.1% | -7.9% | -6.4% |
| 6M | -5.6% | +7.9% | -13.4% | -9.2% |
| YTD | +4.7% | +27.3% | -22.7% | -5.8% |
| 1Y | +6.7% | +37.8% | -31.1% | -7.2% |
| 3Y | +45.8% | +49.8% | -4.1% | +19.2% |
| 5Y | +145.9% | +43.8% | +102.1% | +99.3% |
| 10Y | +418.6% | -22.6% | +441.2% | +410.9% |
| All | +1,918.7% | +201.1% | +1,717.6% | +846.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling