+1,962.0%
HUBB vs SPXU
-100.0%
+2,062.0%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +1.5% |
| 7D | +4.8% | -1.5% | +6.3% | +4.3% |
| 30D | -9.3% | +3.7% | -13.0% | -8.0% |
| 3M | -3.9% | -9.6% | +5.7% | -6.4% |
| 6M | -0.8% | -32.4% | +31.5% | -12.3% |
| YTD | +5.6% | -28.7% | +34.3% | -4.2% |
| 1Y | +7.7% | -38.2% | +46.0% | -6.2% |
| 3Y | +47.5% | -80.4% | +127.9% | -4.2% |
| 5Y | +153.7% | -86.0% | +239.7% | +70.0% |
| 10Y | +433.0% | -99.5% | +532.5% | +49.8% |
| All | +1,962.0% | -100.0% | +2,062.0% | +66.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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