+3.5%
HUBB vs LTH
+45.0%
-41.5%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | +0.1% | -0.5% |
| 7D | -1.7% | -3.7% | +2.1% | -1.3% |
| 30D | -12.7% | -5.3% | -7.3% | -12.2% |
| 3M | -2.9% | +24.2% | -27.1% | -4.5% |
| 6M | -4.8% | +54.8% | -59.6% | -7.9% |
| YTD | +2.8% | +56.1% | -53.3% | -0.9% |
| 1Y | +3.5% | +45.5% | -42.0% | +3.5% |
| All | +3.5% | +45.0% | -41.5% | +3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 1y: compounded portfolio wealth divided by compounded LTH 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…
1y analysis · Full analysis span regression · 6 months rolling