+153,832.3%
HUBB vs MTB
+8,245.1%
+145,587.2%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.1% |
| 7D | +4.8% | +2.8% | +2.1% | +3.9% |
| 30D | -9.3% | -4.2% | -5.1% | -7.9% |
| 3M | -3.9% | +7.8% | -11.7% | -6.5% |
| 6M | -0.8% | +14.8% | -15.7% | -5.7% |
| YTD | +5.6% | +20.8% | -15.2% | -1.5% |
| 1Y | +7.7% | +23.1% | -15.4% | -0.2% |
| 3Y | +47.5% | +114.8% | -67.4% | +11.9% |
| 5Y | +153.7% | +103.3% | +50.4% | +90.8% |
| 10Y | +433.0% | +173.0% | +260.1% | +251.6% |
| All | +153,832.3% | +8,245.1% | +145,587.2% | +99,997.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling