+152,497.5%
HUBB vs GEN
+8,838.9%
+143,658.6%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.2% | +2.3% | +0.4% |
| 7D | +0.5% | -1.2% | +1.7% | +0.7% |
| 30D | -10.0% | +10.1% | -20.2% | -11.0% |
| 3M | -4.8% | +16.1% | -20.8% | -6.5% |
| 6M | -5.6% | +38.9% | -44.4% | -9.4% |
| YTD | +4.7% | +14.4% | -9.8% | +2.4% |
| 1Y | +6.7% | +5.9% | +0.8% | +5.2% |
| 3Y | +45.8% | +58.8% | -13.0% | +37.2% |
| 5Y | +145.9% | +24.7% | +121.3% | +135.5% |
| 10Y | +418.6% | +163.1% | +255.5% | +351.2% |
| All | +152,497.5% | +8,838.9% | +143,658.6% | +118,930.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling