+34,839.7%
LOW vs HUBB
+153,832.2%
-118,992.5%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.7% | -1.8% |
| 7D | +0.4% | +4.8% | -4.5% | +0.3% |
| 30D | -10.1% | -9.3% | -0.8% | -10.0% |
| 3M | -2.9% | -3.9% | +1.0% | -2.8% |
| 6M | -19.4% | -0.8% | -18.6% | -19.4% |
| YTD | -15.4% | +5.6% | -21.0% | -15.5% |
| 1Y | -24.9% | +7.7% | -32.7% | -25.0% |
| 3Y | -7.8% | +47.5% | -55.3% | -8.3% |
| 5Y | +8.4% | +153.7% | -145.3% | +7.2% |
| 10Y | +226.8% | +433.0% | -206.2% | +220.9% |
| All | +34,839.7% | +153,832.2% | -118,992.5% | +34,917.3% |
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