+121.9%
KRE vs HUBB
+446.9%
-325.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.6% | -0.9% |
| 7D | -1.8% | -0.1% | -1.8% | -1.8% |
| 30D | -4.5% | -10.0% | +5.5% | +1.5% |
| 3M | +2.7% | -1.6% | +4.3% | +2.0% |
| 6M | +16.9% | -3.1% | +19.9% | +15.7% |
| YTD | +15.4% | +4.6% | +10.8% | +8.2% |
| 1Y | +16.1% | +3.3% | +12.7% | +8.9% |
| 3Y | +85.7% | +46.6% | +39.1% | +31.3% |
| 5Y | +33.3% | +158.7% | -125.4% | -40.9% |
| All | +121.9% | +446.9% | -325.0% | -44.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling