+360.3%
HUBB vs REPL
-17.3%
+377.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -8.4% | +7.8% | -0.3% |
| 7D | -1.7% | -13.4% | +11.7% | -1.2% |
| 30D | -12.7% | -3.0% | -9.7% | -12.6% |
| 3M | -2.9% | +56.3% | -59.3% | -6.0% |
| 6M | -4.8% | +60.9% | -65.7% | -11.1% |
| YTD | +2.8% | +36.2% | -33.4% | -3.5% |
| 1Y | +3.5% | +121.0% | -117.5% | -7.4% |
| 3Y | +43.5% | -32.8% | +76.4% | +24.5% |
| 5Y | +154.2% | -58.7% | +212.8% | +124.1% |
| All | +360.3% | -17.3% | +377.5% | +236.9% |
Cumulative growth
Daily Returns
Daily percentage return beside REPL.
Daily Out/Under-Performance
Portfolio return minus REPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REPL 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 10y: compounded portfolio wealth divided by compounded REPL 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…
10y analysis · Full analysis span regression · 6 months rolling