+86.1%
HUT vs HUBB
+148.7%
-62.6%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.1% | -1.5% | -1.2% |
| 7D | +18.9% | +1.1% | +17.8% | +17.7% |
| 30D | +12.0% | -9.6% | +21.6% | +26.1% |
| 3M | -14.9% | -6.2% | -8.7% | -9.8% |
| 6M | +96.8% | -6.2% | +103.0% | +107.3% |
| YTD | +108.8% | +3.4% | +105.4% | +99.3% |
| 1Y | +227.4% | +5.3% | +222.0% | +212.1% |
| 3Y | +760.3% | +44.4% | +715.9% | +518.0% |
| 5Y | +86.1% | +152.4% | -66.3% | -30.1% |
| All | +86.1% | +148.7% | -62.6% | -30.1% |
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