+376.9%
HUBB vs DAR
+311.7%
+65.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.4% | -0.5% |
| 7D | +1.8% | +11.6% | -9.8% | -1.4% |
| 30D | -7.7% | -10.2% | +2.6% | -4.9% |
| 3M | -13.6% | -14.8% | +1.3% | -10.0% |
| 6M | -9.1% | -10.1% | +0.9% | -7.4% |
| YTD | -0.7% | +55.5% | -56.3% | -14.5% |
| 1Y | +1.1% | +61.7% | -60.6% | -14.1% |
| 3Y | +56.2% | +37.2% | +19.0% | +32.3% |
| 5Y | +126.6% | -26.9% | +153.5% | +126.8% |
| All | +376.9% | +311.7% | +65.2% | +129.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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