+2,784.6%
HUBB vs WTW
+1,101.3%
+1,683.3%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.8% |
| 7D | -1.7% | -7.8% | +6.1% | +1.4% |
| 30D | -12.7% | -7.9% | -4.8% | -10.0% |
| 3M | -2.9% | +19.9% | -22.9% | -10.4% |
| 6M | -4.8% | +9.8% | -14.6% | -9.4% |
| YTD | +2.8% | -3.3% | +6.1% | +2.0% |
| 1Y | +3.5% | -3.3% | +6.8% | +2.5% |
| 3Y | +43.5% | +61.5% | -18.0% | +13.7% |
| 5Y | +154.2% | +42.6% | +111.6% | +109.8% |
| 10Y | +434.0% | +197.1% | +237.0% | +226.0% |
| All | +2,784.6% | +1,101.3% | +1,683.3% | +1,267.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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