+1,819.1%
HUBB vs BUD
+214.2%
+1,604.9%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -1.0% | -1.1% |
| 7D | +4.6% | -1.6% | +6.2% | +5.2% |
| 30D | -8.4% | +6.7% | -15.0% | -10.9% |
| 3M | -14.3% | +5.9% | -20.2% | -16.6% |
| 6M | -9.3% | +5.1% | -14.4% | -11.9% |
| YTD | -0.5% | +32.9% | -33.4% | -12.3% |
| 1Y | -2.1% | +31.8% | -34.0% | -13.6% |
| 3Y | +57.2% | +47.4% | +9.9% | +29.4% |
| 5Y | +127.1% | +50.8% | +76.3% | +80.4% |
| 10Y | +385.7% | -5.1% | +390.7% | +334.8% |
| All | +1,819.1% | +214.2% | +1,604.9% | +781.0% |
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