-3.4%
HUBB vs TD
+61.0%
-64.5%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.8% | -5.2% | -3.7% |
| 7D | +0.2% | +1.4% | -1.2% | -0.4% |
| 30D | -8.8% | +10.2% | -19.1% | -12.9% |
| 3M | -12.5% | +8.1% | -20.6% | -15.6% |
| 6M | -14.5% | +22.3% | -36.9% | -22.8% |
| YTD | -0.4% | +39.0% | -39.5% | -18.7% |
| 1Y | -3.4% | +62.6% | -66.1% | -31.0% |
| All | -3.4% | +61.0% | -64.5% | -31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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