+1,997.9%
HUBB vs WCN
+6,767.3%
-4,769.5%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.1% |
| 7D | +4.8% | -0.4% | +5.3% | +5.0% |
| 30D | -9.3% | -2.1% | -7.2% | -8.8% |
| 3M | -3.9% | +6.4% | -10.3% | -5.8% |
| 6M | -0.8% | -3.7% | +2.8% | -0.5% |
| YTD | +5.6% | -6.4% | +11.9% | +6.5% |
| 1Y | +7.7% | -7.9% | +15.7% | +9.0% |
| 3Y | +47.5% | +20.8% | +26.7% | +37.9% |
| 5Y | +153.7% | +29.0% | +124.7% | +132.8% |
| 10Y | +433.0% | +236.4% | +196.7% | +292.1% |
| All | +1,997.9% | +6,767.3% | -4,769.5% | +891.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling