+154.2%
HUBB vs WU
-51.6%
+205.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.2% | -0.4% |
| 7D | -1.7% | -5.0% | +3.3% | -0.6% |
| 30D | -12.7% | -2.3% | -10.4% | -12.3% |
| 3M | -2.9% | -3.2% | +0.3% | -3.4% |
| 6M | -4.8% | -25.0% | +20.3% | +0.9% |
| YTD | +2.8% | -21.7% | +24.4% | +7.3% |
| 1Y | +3.5% | -9.0% | +12.5% | +3.3% |
| 3Y | +43.5% | -28.9% | +72.4% | +50.0% |
| 5Y | +154.2% | -51.0% | +205.2% | +194.1% |
| All | +154.2% | -51.6% | +205.8% | +194.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling