+437.9%
HUBB vs UUUU
+465.5%
-27.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -5.0% | +6.8% | +2.4% |
| 7D | -0.1% | -10.5% | +10.4% | +1.3% |
| 30D | -10.0% | -10.5% | +0.5% | -8.9% |
| 3M | -1.6% | -14.1% | +12.5% | -0.2% |
| 6M | -3.1% | -35.5% | +32.4% | +0.6% |
| YTD | +4.6% | -10.9% | +15.5% | +2.9% |
| 1Y | +3.3% | +3.4% | 0.0% | -2.0% |
| 3Y | +46.6% | +73.1% | -26.5% | +24.2% |
| 5Y | +158.7% | +87.1% | +71.5% | +105.6% |
| All | +437.9% | +465.5% | -27.6% | +209.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling