+3,068.2%
LITE vs HUBB
+429.6%
+2,638.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.5% | +3.1% | +3.8% |
| 7D | -35.9% | +1.7% | -37.6% | -36.6% |
| 30D | -51.5% | -9.7% | -41.9% | -47.5% |
| 3M | -35.7% | -15.2% | -20.6% | -26.8% |
| 6M | -43.0% | -14.0% | -29.0% | -35.4% |
| YTD | +46.1% | -2.4% | +48.6% | +53.0% |
| 1Y | +124.7% | -5.8% | +130.5% | +143.2% |
| 3Y | +1,172.1% | +60.4% | +1,111.7% | +926.0% |
| 5Y | +477.0% | +125.4% | +351.6% | +268.1% |
| 10Y | +1,465.7% | +409.7% | +1,055.9% | +517.9% |
| All | +3,068.2% | +429.6% | +2,638.6% | +947.7% |
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