+437.9%
HUBB vs WU
-39.1%
+477.0%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.6% | +1.2% | +1.6% |
| 7D | -0.1% | -3.5% | +3.4% | +1.2% |
| 30D | -10.0% | -2.9% | -7.0% | -9.1% |
| 3M | -1.6% | -2.3% | +0.7% | -2.5% |
| 6M | -3.1% | -25.4% | +22.3% | +5.8% |
| YTD | +4.6% | -21.2% | +25.8% | +11.3% |
| 1Y | +3.3% | -8.9% | +12.2% | +3.1% |
| 3Y | +46.6% | -29.0% | +75.5% | +57.2% |
| 5Y | +158.7% | -50.7% | +209.4% | +220.8% |
| All | +437.9% | -39.1% | +477.0% | +496.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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