+54,080.1%
HUBB vs SUI
+4,037.5%
+50,042.6%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.5% | +0.3% |
| 7D | +0.5% | -2.8% | +3.4% | +1.8% |
| 30D | -10.0% | -1.2% | -8.8% | -9.6% |
| 3M | -4.8% | -1.7% | -3.0% | -4.8% |
| 6M | -5.6% | -10.5% | +4.9% | -1.8% |
| YTD | +4.7% | -1.8% | +6.5% | +4.3% |
| 1Y | +6.7% | -4.1% | +10.8% | +7.0% |
| 3Y | +45.8% | +11.3% | +34.5% | +32.4% |
| 5Y | +145.9% | -32.1% | +178.0% | +175.0% |
| 10Y | +418.6% | +110.4% | +308.1% | +226.1% |
| All | +54,080.1% | +4,037.5% | +50,042.6% | +780.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling