+385.2%
HUBB vs SUI
+118.5%
+266.7%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.5% | +4.0% | +3.0% |
| 7D | +1.7% | +6.2% | -4.6% | -0.5% |
| 30D | -9.7% | +8.6% | -18.3% | -12.4% |
| 3M | -15.2% | +1.0% | -16.1% | -15.8% |
| 6M | -14.0% | -2.6% | -11.4% | -14.0% |
| YTD | -2.4% | -0.1% | -2.3% | -3.7% |
| 1Y | -5.8% | +0.5% | -6.3% | -7.2% |
| 3Y | +60.4% | +15.3% | +45.2% | +45.3% |
| 5Y | +125.4% | -26.1% | +151.6% | +142.6% |
| All | +385.2% | +118.5% | +266.7% | +294.9% |
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