+47.5%
HUBB vs LTH
+159.1%
-111.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.8% | +2.6% | +1.2% |
| 7D | +4.8% | +1.5% | +3.3% | +4.5% |
| 30D | -9.3% | -3.1% | -6.2% | -8.8% |
| 3M | -3.9% | +28.1% | -32.0% | -8.5% |
| 6M | -0.8% | +67.4% | -68.2% | -11.1% |
| YTD | +5.6% | +59.8% | -54.2% | -4.6% |
| 1Y | +7.7% | +45.6% | -37.9% | -0.8% |
| 3Y | +47.5% | +162.0% | -114.5% | +25.5% |
| All | +47.5% | +159.1% | -111.7% | +25.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling