+437.9%
HUBB vs HRB
+209.1%
+228.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.5% | +1.2% | +1.7% |
| 7D | -0.1% | -8.0% | +8.0% | +1.7% |
| 30D | -10.0% | -16.0% | +6.0% | -6.7% |
| 3M | -1.6% | +26.9% | -28.5% | -7.9% |
| 6M | -3.1% | +51.1% | -54.2% | -14.2% |
| YTD | +4.6% | +7.1% | -2.5% | +0.8% |
| 1Y | +3.3% | -9.6% | +13.0% | +3.9% |
| 3Y | +46.6% | +25.4% | +21.2% | +30.5% |
| 5Y | +158.7% | +114.9% | +43.8% | +91.6% |
| All | +437.9% | +209.1% | +228.8% | +235.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 10y: compounded portfolio wealth divided by compounded HRB 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…
10y analysis · Full analysis span regression · 6 months rolling