+834.9%
MSCI vs HUBB
+382.2%
+452.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.3% | -1.0% |
| 7D | -0.7% | +4.6% | -5.3% | -2.5% |
| 30D | +16.2% | -8.4% | +24.5% | +19.9% |
| 3M | +16.1% | -14.3% | +30.5% | +22.8% |
| 6M | +12.9% | -9.3% | +22.3% | +15.0% |
| YTD | +14.8% | -0.5% | +15.3% | +10.7% |
| 1Y | +13.8% | -2.1% | +15.9% | +10.3% |
| 3Y | +31.2% | +57.2% | -26.0% | -4.2% |
| 5Y | +5.6% | +127.1% | -121.6% | -39.0% |
| All | +834.9% | +382.2% | +452.8% | +253.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling