+8.9%
MSCI vs HUBB
+51.4%
-42.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | +0.4% | +0.5% | -0.1% | +0.3% |
| 30D | +0.6% | -10.0% | +10.6% | +2.4% |
| 3M | -7.1% | -4.8% | -2.3% | -7.0% |
| 6M | +0.8% | -5.6% | +6.4% | +0.5% |
| YTD | +1.0% | +4.7% | -3.7% | -2.3% |
| 1Y | +4.3% | +6.7% | -2.4% | +0.1% |
| All | +8.9% | +51.4% | -42.5% | -11.4% |
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