+126.5%
HUBB vs WWD
+187.3%
-60.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | 0.0% |
| 7D | +1.8% | +4.0% | -2.2% | +0.1% |
| 30D | -7.7% | +0.4% | -8.1% | -7.9% |
| 3M | -13.6% | -7.9% | -5.6% | -10.8% |
| 6M | -9.1% | -10.6% | +1.5% | -5.5% |
| YTD | -0.7% | +9.4% | -10.1% | -5.7% |
| 1Y | +1.1% | +25.7% | -24.7% | -9.7% |
| 3Y | +56.2% | +148.5% | -92.4% | +2.3% |
| All | +126.5% | +187.3% | -60.8% | +31.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling