-1.7%
MSCI vs HUBB
+8.1%
-9.9%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.9% | -4.6% | -3.8% |
| 7D | -2.1% | +4.8% | -6.9% | -2.0% |
| 30D | -1.7% | -9.3% | +7.6% | -1.9% |
| 3M | -8.2% | -3.9% | -4.3% | -8.9% |
| 6M | -2.4% | -0.8% | -1.6% | -4.3% |
| YTD | -2.8% | +5.6% | -8.4% | -5.9% |
| All | -1.7% | +8.1% | -9.9% | -7.3% |
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 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