-8.6%
MCD vs HUBB
-2.3%
-6.2%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | -0.5% |
| 7D | -1.6% | +4.6% | -6.2% | -1.3% |
| 30D | +16.0% | -8.4% | +24.4% | +15.4% |
| 3M | 0.0% | -14.3% | +14.3% | -0.9% |
| 6M | +0.9% | -9.3% | +10.3% | +0.2% |
| YTD | -8.7% | -0.5% | -8.2% | -9.7% |
| 1Y | -8.6% | -2.1% | -6.4% | -9.7% |
| All | -8.6% | -2.3% | -6.2% | -9.7% |
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