+428.6%
HUBB vs DAR
+375.1%
+53.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | -0.1% |
| 7D | -1.7% | +0.9% | -2.6% | -2.0% |
| 30D | -12.7% | +6.4% | -19.1% | -14.5% |
| 3M | -2.9% | +13.2% | -16.2% | -7.1% |
| 6M | -4.8% | +26.2% | -31.0% | -12.2% |
| YTD | +2.8% | +84.4% | -81.6% | -15.5% |
| 1Y | +3.5% | +112.0% | -108.5% | -19.0% |
| 3Y | +43.5% | +13.4% | +30.2% | +30.8% |
| 5Y | +154.2% | -6.0% | +160.2% | +134.4% |
| All | +428.6% | +375.1% | +53.5% | +144.2% |
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