+428.6%
HUBB vs GEN
+157.3%
+271.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.7% |
| 7D | -1.7% | -4.3% | +2.7% | -0.9% |
| 30D | -12.7% | +3.8% | -16.4% | -13.3% |
| 3M | -2.9% | +22.3% | -25.2% | -7.0% |
| 6M | -4.8% | +39.0% | -43.7% | -11.7% |
| YTD | +2.8% | +11.9% | -9.1% | -0.5% |
| 1Y | +3.5% | +4.5% | -1.0% | +1.7% |
| 3Y | +43.5% | +59.0% | -15.4% | +28.3% |
| 5Y | +154.2% | +22.0% | +132.2% | +135.0% |
| All | +428.6% | +157.3% | +271.2% | +299.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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