-5.8%
LVS vs HUBB
+44.4%
-50.3%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.1% | +0.6% | -0.9% |
| 7D | -2.7% | +1.1% | -3.8% | -3.0% |
| 30D | -4.7% | -9.6% | +4.9% | -2.1% |
| 3M | -15.6% | -6.2% | -9.4% | -14.8% |
| 6M | -18.6% | -6.2% | -12.5% | -18.6% |
| YTD | -32.3% | +3.4% | -35.6% | -34.9% |
| 1Y | -18.0% | +5.3% | -23.3% | -22.1% |
| All | -5.8% | +44.4% | -50.3% | -20.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling