+44.0%
HUBB vs WWD
+164.0%
-120.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | 0.0% |
| 7D | -1.7% | -2.9% | +1.2% | -0.6% |
| 30D | -12.7% | -6.6% | -6.1% | -10.4% |
| 3M | -2.9% | -9.3% | +6.4% | +0.4% |
| 6M | -4.8% | -13.6% | +8.8% | -0.1% |
| YTD | +2.8% | +10.4% | -7.6% | -2.1% |
| 1Y | +3.5% | +39.9% | -36.4% | -10.6% |
| All | +44.0% | +164.0% | -120.0% | +3.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling