+44.8%
HUBB vs GEN
+57.6%
-12.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -2.1% |
| 7D | +1.1% | -2.9% | +4.0% | +1.5% |
| 30D | -9.6% | +2.1% | -11.7% | -9.9% |
| 3M | -6.2% | +19.7% | -25.9% | -9.1% |
| 6M | -6.2% | +33.3% | -39.4% | -11.4% |
| YTD | +3.4% | +11.1% | -7.8% | +2.5% |
| 1Y | +5.3% | +3.0% | +2.3% | +7.1% |
| All | +44.8% | +57.6% | -12.8% | +31.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling