+437.9%
HUBB vs WCN
+235.9%
+202.0%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.7% |
| 7D | -0.1% | -3.1% | +3.0% | +1.5% |
| 30D | -10.0% | -3.4% | -6.6% | -8.4% |
| 3M | -1.6% | +3.0% | -4.6% | -3.8% |
| 6M | -3.1% | -3.8% | +0.7% | -2.5% |
| YTD | +4.6% | -8.3% | +12.9% | +7.5% |
| 1Y | +3.3% | -9.7% | +13.1% | +6.7% |
| 3Y | +46.6% | +17.2% | +29.4% | +25.4% |
| 5Y | +158.7% | +25.3% | +133.4% | +108.4% |
| All | +437.9% | +235.9% | +202.0% | +158.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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