-26.3%
LOW vs HUBB
+5.5%
-31.8%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.6% | -0.2% |
| 7D | -3.7% | -0.1% | -3.7% | -3.7% |
| 30D | -8.9% | -10.0% | +1.1% | -7.3% |
| 3M | -10.4% | -1.6% | -8.8% | -10.8% |
| 6M | -19.4% | -3.1% | -16.3% | -19.9% |
| YTD | -17.1% | +4.6% | -21.7% | -19.1% |
| 1Y | -26.3% | +3.3% | -29.6% | -30.1% |
| All | -26.3% | +5.5% | -31.8% | -30.1% |
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