+126.5%
HUBB vs GEN
+33.3%
+93.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.4% | -2.6% | -0.6% |
| 7D | +1.8% | +2.0% | -0.3% | +1.5% |
| 30D | -7.7% | +27.7% | -35.4% | -11.1% |
| 3M | -13.6% | +3.3% | -16.8% | -14.3% |
| 6M | -9.1% | +31.8% | -40.9% | -14.4% |
| YTD | -0.7% | +13.5% | -14.2% | -3.4% |
| 1Y | +1.1% | +16.0% | -15.0% | -2.3% |
| 3Y | +56.2% | +70.6% | -14.4% | +38.5% |
| All | +126.5% | +33.3% | +93.2% | +100.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling