+3,869.5%
HUBB vs MDY
+2,615.3%
+1,254.3%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -1.0% | -1.2% |
| 7D | +1.1% | -0.8% | +1.9% | +1.8% |
| 30D | -9.6% | -3.9% | -5.7% | -6.5% |
| 3M | -6.2% | 0.0% | -6.1% | -5.8% |
| 6M | -6.2% | +8.5% | -14.7% | -12.1% |
| YTD | +3.4% | +13.2% | -9.9% | -6.3% |
| 1Y | +5.3% | +15.0% | -9.7% | -5.6% |
| 3Y | +44.4% | +49.6% | -5.2% | +5.5% |
| 5Y | +152.4% | +46.0% | +106.4% | +86.8% |
| 10Y | +437.0% | +176.4% | +260.7% | +143.0% |
| All | +3,869.5% | +2,615.3% | +1,254.3% | +380.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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