+437.9%
HUBB vs SIRI
-10.2%
+448.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.8% | +1.5% |
| 7D | -0.1% | +0.6% | -0.6% | -0.2% |
| 30D | -10.0% | +2.5% | -12.5% | -10.5% |
| 3M | -1.6% | +6.6% | -8.2% | -3.5% |
| 6M | -3.1% | +32.9% | -36.0% | -10.3% |
| YTD | +4.6% | +50.5% | -45.9% | -6.5% |
| 1Y | +3.3% | +28.0% | -24.6% | -4.1% |
| 3Y | +46.6% | -22.4% | +69.0% | +45.1% |
| 5Y | +158.7% | -41.3% | +200.0% | +163.3% |
| All | +437.9% | -10.2% | +448.1% | +357.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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