+154.2%
HUBB vs WWD
+187.1%
-32.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | 0.0% |
| 7D | -1.7% | -2.9% | +1.2% | -0.5% |
| 30D | -12.7% | -6.6% | -6.1% | -10.3% |
| 3M | -2.9% | -9.3% | +6.4% | +0.5% |
| 6M | -4.8% | -13.6% | +8.8% | +0.1% |
| YTD | +2.8% | +10.4% | -7.6% | -2.6% |
| 1Y | +3.5% | +39.9% | -36.4% | -11.5% |
| 3Y | +43.5% | +165.0% | -121.5% | -8.1% |
| 5Y | +154.2% | +183.8% | -29.6% | +47.4% |
| All | +154.2% | +187.1% | -32.9% | +47.4% |
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