+10,545.1%
LIN vs HUBB
+84,809.9%
-74,264.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | -2.1% | +0.5% | -2.7% | -2.1% |
| 30D | -2.4% | -10.0% | +7.6% | -2.3% |
| 3M | -5.6% | -4.8% | -0.8% | -5.5% |
| 6M | -3.4% | -5.6% | +2.2% | -3.4% |
| YTD | +13.1% | +4.7% | +8.4% | +13.0% |
| 1Y | +2.5% | +6.7% | -4.2% | +2.3% |
| 3Y | +27.6% | +45.8% | -18.1% | +26.8% |
| 5Y | +63.0% | +145.9% | -82.9% | +61.0% |
| 10Y | +359.3% | +418.6% | -59.3% | +350.1% |
| All | +10,545.1% | +84,809.9% | -74,264.7% | +11,171.4% |
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