+32.4%
LNT vs HUBB
+148.7%
-116.3%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.8% |
| 7D | -1.1% | -1.7% | +0.6% | -0.9% |
| 30D | -1.9% | -12.7% | +10.7% | -0.5% |
| 3M | -7.2% | -2.9% | -4.2% | -7.1% |
| 6M | -3.9% | -4.8% | +0.9% | -3.9% |
| YTD | +5.9% | +2.8% | +3.1% | +4.6% |
| 1Y | +8.4% | +3.5% | +4.8% | +6.8% |
| 3Y | +46.6% | +43.5% | +3.1% | +32.0% |
| 5Y | +32.4% | +154.2% | -121.7% | -2.8% |
| All | +32.4% | +148.7% | -116.3% | -2.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling