-6.2%
HUBB vs USHY
+2.7%
-8.8%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -1.6% |
| 7D | +1.1% | -0.1% | +1.2% | +1.5% |
| 30D | -9.6% | 0.0% | -9.6% | -9.4% |
| 3M | -6.2% | +0.8% | -7.0% | -8.1% |
| 6M | -6.2% | +1.9% | -8.1% | -11.0% |
| All | -6.2% | +2.7% | -8.8% | -11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 6mo: compounded portfolio wealth divided by compounded USHY 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…
6mo analysis · Full analysis span regression · 6 months rolling