+1,670.7%
LITE vs HUBB
+396.5%
+1,274.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +1.3% | +9.4% | +9.7% |
| 7D | +3.4% | +1.2% | +2.2% | +3.4% |
| 30D | -34.9% | -6.4% | -28.4% | -31.0% |
| 3M | -21.0% | -14.4% | -6.6% | -10.2% |
| 6M | -38.5% | -9.0% | -29.5% | -32.8% |
| YTD | +75.8% | +0.7% | +75.1% | +80.2% |
| 1Y | +156.7% | -0.3% | +157.0% | +167.4% |
| 3Y | +1,498.6% | +59.2% | +1,439.4% | +1,175.4% |
| 5Y | +610.9% | +130.2% | +480.7% | +334.8% |
| 10Y | +1,670.7% | +391.8% | +1,278.9% | +628.4% |
| All | +1,670.7% | +396.5% | +1,274.2% | +628.4% |
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 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