+47.3%
HUBB vs SUI
+13.6%
+33.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.5% | +0.2% |
| 7D | +0.5% | -2.8% | +3.4% | +0.8% |
| 30D | -10.0% | -1.2% | -8.8% | -9.9% |
| 3M | -4.8% | -1.7% | -3.0% | -4.8% |
| 6M | -5.6% | -10.5% | +4.9% | -4.3% |
| YTD | +4.7% | -1.8% | +6.5% | +4.5% |
| 1Y | +6.7% | -4.1% | +10.8% | +6.9% |
| All | +47.3% | +13.6% | +33.8% | +40.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling