+50.0%
HUM vs HUBB
-4.0%
+54.0%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.3% | +0.2% |
| 7D | +1.6% | +0.2% | +1.4% | +1.5% |
| 30D | +3.5% | -8.8% | +12.3% | +4.6% |
| 3M | +15.5% | -12.5% | +28.0% | +17.1% |
| 6M | +76.2% | -14.5% | +90.8% | +79.9% |
| YTD | +64.5% | -0.4% | +65.0% | +56.4% |
| 1Y | +50.0% | -3.4% | +53.5% | +43.5% |
| All | +50.0% | -4.0% | +54.0% | +43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 1y: compounded portfolio wealth divided by compounded HUBB 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…
1y analysis · Full analysis span regression · 6 months rolling