+437.9%
HUBB vs WWD
+498.2%
-60.3%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.4% | +0.4% | +1.2% |
| 7D | -0.1% | -2.6% | +2.5% | +1.1% |
| 30D | -10.0% | -6.9% | -3.0% | -7.1% |
| 3M | -1.6% | -13.0% | +11.5% | +4.3% |
| 6M | -3.1% | -12.5% | +9.4% | +1.7% |
| YTD | +4.6% | +11.8% | -7.3% | -2.3% |
| 1Y | +3.3% | +41.1% | -37.7% | -13.7% |
| 3Y | +46.6% | +163.1% | -116.5% | -10.7% |
| 5Y | +158.7% | +187.6% | -29.0% | +46.8% |
| All | +437.9% | +498.2% | -60.3% | +102.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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