+152.4%
HUBB vs DAR
-8.0%
+160.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.6% | -2.7% | -2.2% |
| 7D | +1.1% | -0.2% | +1.2% | +1.1% |
| 30D | -9.6% | +7.4% | -17.1% | -11.0% |
| 3M | -6.2% | +15.7% | -21.9% | -9.3% |
| 6M | -6.2% | +30.0% | -36.2% | -11.8% |
| YTD | +3.4% | +87.5% | -84.2% | -10.3% |
| 1Y | +5.3% | +113.4% | -108.0% | -11.5% |
| 3Y | +44.4% | +15.3% | +29.1% | +35.4% |
| 5Y | +152.4% | -4.3% | +156.7% | +138.1% |
| All | +152.4% | -8.0% | +160.4% | +138.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling