+150.6%
KMI vs HUBB
+157.3%
-6.7%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -0.7% |
| 7D | -1.7% | -0.1% | -1.7% | -1.7% |
| 30D | -2.7% | -10.0% | +7.2% | -0.7% |
| 3M | -0.7% | -1.6% | +0.9% | -0.9% |
| 6M | -5.0% | -3.1% | -1.9% | -5.5% |
| YTD | +15.5% | +4.6% | +10.9% | +12.3% |
| 1Y | +16.4% | +3.3% | +13.1% | +13.2% |
| 3Y | +114.2% | +46.6% | +67.6% | +86.4% |
| All | +150.6% | +157.3% | -6.7% | +77.1% |
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