-6.0%
HUBB vs SUI
-1.1%
-4.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.5% | +4.0% | +2.3% |
| 7D | +1.7% | +6.2% | -4.6% | +2.7% |
| 30D | -9.7% | +8.6% | -18.3% | -8.0% |
| 3M | -15.2% | +1.0% | -16.1% | -14.6% |
| 6M | -14.0% | -2.6% | -11.4% | -13.3% |
| YTD | -2.4% | -0.1% | -2.3% | -2.5% |
| All | -6.0% | -1.1% | -4.9% | -5.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling