+30.2%
HWM vs HUBB
+5.9%
+24.4%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.6% | +1.3% |
| 7D | -8.0% | +1.1% | -9.1% | -8.5% |
| 30D | -18.0% | -9.6% | -8.4% | -14.9% |
| 3M | -9.5% | -6.2% | -3.3% | -8.2% |
| 6M | -8.4% | -6.2% | -2.2% | -8.3% |
| YTD | +13.6% | +3.4% | +10.3% | +8.0% |
| 1Y | +30.2% | +5.3% | +24.9% | +21.3% |
| All | +30.2% | +5.9% | +24.4% | +21.3% |
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