+11,385.0%
LIN vs HUBB
+79,046.8%
-67,661.8%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.5% | -3.7% | -1.2% |
| 7D | +0.2% | +1.7% | -1.5% | +0.2% |
| 30D | +6.5% | -9.7% | +16.1% | +6.6% |
| 3M | +5.5% | -15.2% | +20.6% | +5.7% |
| 6M | +3.3% | -14.0% | +17.3% | +3.5% |
| YTD | +22.0% | -2.4% | +24.5% | +22.0% |
| 1Y | +25.7% | -5.8% | +31.5% | +25.8% |
| 3Y | +36.2% | +60.4% | -24.2% | +35.3% |
| 5Y | +66.1% | +125.4% | -59.4% | +64.2% |
| 10Y | +431.0% | +409.7% | +21.2% | +420.5% |
| All | +11,385.0% | +79,046.8% | -67,661.8% | +12,069.9% |
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