+146,154.8%
HUBB vs EXPD
+30,988.6%
+115,166.2%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.7% | +0.1% | +2.2% |
| 7D | +1.8% | -5.5% | +7.3% | +3.1% |
| 30D | -6.9% | -1.9% | -5.0% | -6.5% |
| 3M | -13.8% | +6.1% | -19.9% | -15.0% |
| 6M | -9.8% | +21.6% | -31.4% | -13.7% |
| YTD | +0.3% | +27.9% | -27.6% | -5.7% |
| 1Y | -3.3% | +39.4% | -42.7% | -10.8% |
| 3Y | +61.0% | +72.7% | -11.6% | +41.0% |
| 5Y | +128.5% | +60.3% | +68.2% | +102.0% |
| 10Y | +398.9% | +332.6% | +66.3% | +266.0% |
| All | +146,154.8% | +30,988.6% | +115,166.2% | +119,428.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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