+2,072.3%
HUBB vs HBM
+649.7%
+1,422.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -2.0% |
| 7D | +1.1% | +5.5% | -4.4% | +0.1% |
| 30D | -9.6% | +3.3% | -12.9% | -10.3% |
| 3M | -6.2% | +12.7% | -18.8% | -8.9% |
| 6M | -6.2% | +28.2% | -34.3% | -12.1% |
| YTD | +3.4% | +45.3% | -42.0% | -6.1% |
| 1Y | +5.3% | +121.7% | -116.4% | -12.0% |
| 3Y | +44.4% | +523.5% | -479.2% | -3.6% |
| 5Y | +152.4% | +393.9% | -241.5% | +66.4% |
| 10Y | +437.0% | +647.9% | -210.8% | +178.6% |
| All | +2,072.3% | +649.7% | +1,422.6% | +836.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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