+39,048.4%
HUBB vs SIRI
-18.6%
+39,067.0%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -2.1% |
| 7D | +1.1% | -3.9% | +5.0% | +1.2% |
| 30D | -9.6% | -0.8% | -8.8% | -9.6% |
| 3M | -6.2% | +4.3% | -10.5% | -6.3% |
| 6M | -6.2% | +34.1% | -40.2% | -6.7% |
| YTD | +3.4% | +47.3% | -44.0% | +2.5% |
| 1Y | +5.3% | +22.9% | -17.6% | +4.8% |
| 3Y | +44.4% | -24.6% | +68.9% | +44.3% |
| 5Y | +152.4% | -43.2% | +195.6% | +152.9% |
| 10Y | +437.0% | -12.3% | +449.4% | +437.4% |
| All | +39,048.4% | -18.6% | +39,067.0% | -1,199.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling