-13.9%
HUT vs HUBB
+130.2%
-144.1%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +1.3% | +6.3% | +6.0% |
| 7D | +24.8% | +1.2% | +23.6% | +23.8% |
| 30D | -28.4% | -6.4% | -21.9% | -21.6% |
| 3M | -31.2% | -14.4% | -16.8% | -16.1% |
| 6M | -40.2% | -9.0% | -31.3% | -33.4% |
| YTD | +32.9% | +0.7% | +32.2% | +32.9% |
| 1Y | +39.1% | -0.3% | +39.3% | +42.3% |
| 3Y | +462.8% | +59.2% | +403.6% | +269.8% |
| 5Y | -13.9% | +130.2% | -144.1% | -68.3% |
| All | -13.9% | +130.2% | -144.1% | -68.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling