+437.9%
HUBB vs SPXS
-99.6%
+537.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.4% | +4.2% | +0.9% |
| 7D | -0.1% | +2.5% | -2.6% | +0.9% |
| 30D | -10.0% | +4.2% | -14.2% | -8.5% |
| 3M | -1.6% | -9.3% | +7.7% | -4.1% |
| 6M | -3.1% | -30.7% | +27.6% | -13.3% |
| YTD | +4.6% | -28.1% | +32.6% | -4.5% |
| 1Y | +3.3% | -35.1% | +38.4% | -8.1% |
| 3Y | +46.6% | -79.6% | +126.2% | -1.8% |
| 5Y | +158.7% | -86.3% | +245.0% | +75.2% |
| All | +437.9% | -99.6% | +537.5% | +52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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