+30.6%
HUM vs HUBB
+8.5%
+22.1%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | +4.2% | +0.5% | +3.6% | +4.1% |
| 30D | +10.4% | -10.0% | +20.4% | +11.3% |
| 3M | +15.1% | -4.8% | +19.8% | +14.8% |
| 6M | +120.9% | -5.6% | +126.5% | +119.9% |
| YTD | +57.9% | +4.7% | +53.3% | +54.2% |
| 1Y | +30.6% | +6.7% | +23.9% | +27.8% |
| All | +30.6% | +8.5% | +22.1% | +27.8% |
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