+47.5%
HUBB vs URA
+121.0%
-73.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.1% | -2.3% | -0.1% |
| 7D | +4.8% | +8.1% | -3.3% | +2.2% |
| 30D | -9.3% | +5.8% | -15.1% | -11.1% |
| 3M | -3.9% | +3.4% | -7.3% | -5.4% |
| 6M | -0.8% | -2.6% | +1.8% | -2.1% |
| YTD | +5.6% | +11.2% | -5.6% | -1.7% |
| 1Y | +7.7% | +19.8% | -12.1% | -3.7% |
| 3Y | +47.5% | +121.5% | -74.0% | +4.8% |
| All | +47.5% | +121.0% | -73.5% | +4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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