+5,589.7%
IT vs HUBB
+54,554.0%
-48,964.3%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +0.9% | -8.3% | -7.4% |
| 7D | -9.1% | +4.8% | -14.0% | -9.2% |
| 30D | -7.0% | -9.3% | +2.3% | -6.9% |
| 3M | +7.6% | -3.9% | +11.5% | +7.7% |
| 6M | +2.1% | -0.8% | +3.0% | +2.0% |
| YTD | -31.6% | +5.6% | -37.2% | -31.7% |
| 1Y | -29.9% | +7.7% | -37.7% | -30.1% |
| 3Y | -51.3% | +47.5% | -98.7% | -51.7% |
| 5Y | -44.8% | +153.7% | -198.5% | -45.7% |
| 10Y | +91.4% | +433.0% | -341.7% | +86.0% |
| All | +5,589.7% | +54,554.0% | -48,964.3% | +5,058.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling