+3.3%
HUBB vs MTB
+24.6%
-21.3%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.4% | +1.6% |
| 7D | -0.1% | 0.0% | -0.1% | -0.1% |
| 30D | -10.0% | -4.8% | -5.2% | -8.4% |
| 3M | -1.6% | +6.0% | -7.5% | -4.2% |
| 6M | -3.1% | +19.6% | -22.7% | -10.6% |
| YTD | +4.6% | +21.5% | -16.9% | -5.3% |
| 1Y | +3.3% | +24.7% | -21.4% | -10.4% |
| All | +3.3% | +24.6% | -21.3% | -10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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