+232.7%
LITE vs HUBB
-4.0%
+236.8%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -2.5% | -5.4% | -4.8% |
| 7D | -31.4% | +0.2% | -31.6% | -31.9% |
| 30D | -42.6% | -8.8% | -33.8% | -35.5% |
| 3M | -26.2% | -12.5% | -13.8% | -12.3% |
| 6M | -35.8% | -14.5% | -21.2% | -20.9% |
| YTD | +70.0% | -0.4% | +70.5% | +49.1% |
| 1Y | +232.7% | -3.4% | +236.2% | +229.9% |
| All | +232.7% | -4.0% | +236.8% | +229.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling