+46.6%
HUBB vs TRU
-1.3%
+47.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.0% | +0.8% | +1.5% |
| 7D | -0.1% | -2.7% | +2.7% | +0.6% |
| 30D | -10.0% | -2.0% | -7.9% | -9.7% |
| 3M | -1.6% | +18.4% | -20.0% | -6.6% |
| 6M | -3.1% | +8.9% | -11.9% | -6.5% |
| YTD | +4.6% | -8.9% | +13.5% | +5.5% |
| 1Y | +3.3% | -15.9% | +19.2% | +6.5% |
| 3Y | +46.6% | -1.1% | +47.7% | +49.9% |
| All | +46.6% | -1.3% | +47.9% | +49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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