+159.4%
HUBB vs MKTX
-60.5%
+219.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.8% | +1.8% |
| 7D | -0.1% | -0.2% | +0.2% | 0.0% |
| 30D | -10.0% | +0.7% | -10.7% | -10.0% |
| 3M | -1.6% | +40.8% | -42.4% | -5.2% |
| 6M | -3.1% | -8.0% | +4.9% | -2.1% |
| YTD | +4.6% | -8.7% | +13.3% | +5.7% |
| 1Y | +3.3% | -11.8% | +15.2% | +4.8% |
| 3Y | +46.6% | -24.0% | +70.6% | +47.9% |
| All | +159.4% | -60.5% | +219.8% | +186.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 5y: compounded portfolio wealth divided by compounded MKTX 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…
5y analysis · Full analysis span regression · 6 months rolling