+150,593.0%
HUBB vs HRB
+3,081.6%
+147,511.4%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.6% | -0.5% | -1.8% |
| 7D | +1.1% | -10.6% | +11.7% | +3.1% |
| 30D | -9.6% | -0.8% | -8.8% | -9.9% |
| 3M | -6.2% | +19.1% | -25.2% | -10.0% |
| 6M | -6.2% | +48.7% | -54.9% | -14.6% |
| YTD | +3.4% | +7.1% | -3.7% | -0.3% |
| 1Y | +5.3% | -8.3% | +13.7% | +4.5% |
| 3Y | +44.4% | +25.8% | +18.5% | +32.5% |
| 5Y | +152.4% | +111.1% | +41.3% | +106.2% |
| 10Y | +437.0% | +206.6% | +230.5% | +291.5% |
| All | +150,593.0% | +3,081.6% | +147,511.4% | +102,076.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling