+1,978.1%
HUBB vs WCC
+1,713.7%
+264.4%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.9% | -3.7% | -1.0% |
| 7D | +0.5% | +4.5% | -3.9% | -0.7% |
| 30D | -10.0% | -5.8% | -4.2% | -8.6% |
| 3M | -4.8% | -3.7% | -1.1% | -3.9% |
| 6M | -5.6% | +23.1% | -28.6% | -12.0% |
| YTD | +4.7% | +44.2% | -39.5% | -6.9% |
| 1Y | +6.7% | +62.1% | -55.4% | -8.6% |
| 3Y | +45.8% | +121.1% | -75.4% | +11.5% |
| 5Y | +145.9% | +214.0% | -68.0% | +65.4% |
| 10Y | +418.6% | +472.8% | -54.2% | +172.9% |
| All | +1,978.1% | +1,713.7% | +264.4% | +644.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 all: compounded portfolio wealth divided by compounded WCC 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…
all analysis · Full analysis span regression · 6 months rolling