+9.0%
HWM vs HUBB
-2.3%
+11.4%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | +0.2% |
| 7D | +11.1% | +4.6% | +6.6% | +8.9% |
| 30D | +3.0% | -8.4% | +11.3% | +6.6% |
| 3M | -20.7% | -14.3% | -6.4% | -15.9% |
| 6M | -17.2% | -9.3% | -7.9% | -14.8% |
| YTD | +9.1% | -0.5% | +9.6% | +4.5% |
| 1Y | +9.0% | -2.1% | +11.2% | +4.3% |
| All | +9.0% | -2.3% | +11.4% | +4.3% |
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 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