+1,563.7%
LITE vs HUBB
+46.3%
+1,517.4%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.1% | +3.9% | +3.9% |
| 7D | -1.5% | +0.5% | -2.1% | -2.2% |
| 30D | +6.7% | -10.0% | +16.7% | +19.7% |
| 3M | -6.8% | -4.8% | -2.0% | -1.3% |
| 6M | +29.4% | -5.6% | +35.0% | +38.5% |
| YTD | +139.1% | +4.7% | +134.4% | +130.0% |
| 1Y | +521.0% | +6.7% | +514.3% | +496.4% |
| All | +1,563.7% | +46.3% | +1,517.4% | +1,148.4% |
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 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