+35.8%
LIN vs HUBB
+57.4%
-21.6%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.5% | -0.6% |
| 7D | +0.2% | +4.6% | -4.3% | -0.3% |
| 30D | +6.2% | -8.4% | +14.5% | +7.3% |
| 3M | +9.3% | -14.3% | +23.7% | +11.6% |
| 6M | +4.4% | -9.3% | +13.7% | +5.2% |
| YTD | +23.7% | -0.5% | +24.3% | +22.1% |
| 1Y | +23.5% | -2.1% | +25.6% | +22.1% |
| All | +35.8% | +57.4% | -21.6% | +17.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling