+2,812.9%
MMM vs HUBB
+152,497.6%
-149,684.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | -3.3% | +0.5% | -3.9% | -3.3% |
| 30D | -7.0% | -10.0% | +3.0% | -6.9% |
| 3M | +10.8% | -4.8% | +15.6% | +10.9% |
| 6M | +5.8% | -5.6% | +11.3% | +5.8% |
| YTD | +6.8% | +4.7% | +2.1% | +6.7% |
| 1Y | +10.4% | +6.7% | +3.7% | +10.3% |
| 3Y | +104.7% | +45.8% | +58.9% | +103.6% |
| 5Y | +23.6% | +145.9% | -122.4% | +22.1% |
| 10Y | +54.1% | +418.6% | -364.5% | +51.1% |
| All | +2,812.9% | +152,497.6% | -149,684.7% | +2,524.2% |
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