-51.2%
LULU vs HUBB
+8.5%
-59.6%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.4% | +0.1% | -17.5% | -17.4% |
| 7D | -16.7% | +0.5% | -17.3% | -16.8% |
| 30D | -18.5% | -10.0% | -8.5% | -17.7% |
| 3M | -19.5% | -4.8% | -14.7% | -20.2% |
| 6M | -41.9% | -5.6% | -36.4% | -42.9% |
| YTD | -51.6% | +4.7% | -56.2% | -53.9% |
| 1Y | -51.2% | +6.7% | -57.9% | -54.5% |
| All | -51.2% | +8.5% | -59.6% | -54.5% |
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