+433.0%
HUBB vs SUI
+104.3%
+328.7%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | +1.4% |
| 7D | +4.8% | -3.1% | +8.0% | +6.0% |
| 30D | -9.3% | -2.3% | -7.0% | -8.6% |
| 3M | -3.9% | -2.8% | -1.1% | -3.5% |
| 6M | -0.8% | -12.4% | +11.5% | +3.2% |
| YTD | +5.6% | -3.3% | +8.9% | +5.8% |
| 1Y | +7.7% | -5.8% | +13.6% | +8.8% |
| 3Y | +47.5% | +12.5% | +35.0% | +34.8% |
| 5Y | +153.7% | -32.9% | +186.5% | +184.2% |
| 10Y | +433.0% | +104.4% | +328.6% | +342.7% |
| All | +433.0% | +104.3% | +328.7% | +342.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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