+144,634.5%
HUBB vs GEN
+8,765.9%
+135,868.6%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.4% | -2.6% | -0.5% |
| 7D | +1.8% | +2.0% | -0.3% | +1.5% |
| 30D | -7.7% | +27.7% | -35.4% | -10.2% |
| 3M | -13.6% | +3.3% | -16.8% | -14.3% |
| 6M | -9.1% | +31.8% | -40.9% | -12.4% |
| YTD | -0.7% | +13.5% | -14.2% | -3.2% |
| 1Y | +1.1% | +16.0% | -15.0% | -1.7% |
| 3Y | +56.2% | +70.6% | -14.4% | +45.4% |
| 5Y | +126.6% | +32.1% | +94.5% | +114.9% |
| 10Y | +384.6% | +153.4% | +231.2% | +321.4% |
| All | +144,634.5% | +8,765.9% | +135,868.6% | +112,390.7% |
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