-4.4%
KEY vs HUBB
-16.7%
+12.3%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.5% | -3.1% | -0.9% |
| 7D | -1.3% | +1.7% | -2.9% | -1.6% |
| 30D | +5.1% | -9.7% | +14.8% | +6.8% |
| 3M | -7.1% | -15.2% | +8.0% | -4.8% |
| 6M | -4.4% | -14.0% | +9.6% | -3.1% |
| All | -4.4% | -16.7% | +12.3% | -3.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling