+2,785.5%
MSCI vs HUBB
+1,147.1%
+1,638.4%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +2.0% |
| 7D | +2.7% | -2.6% | +5.2% | +3.8% |
| 30D | +16.2% | -7.7% | +23.9% | +20.4% |
| 3M | +17.1% | -13.0% | +30.1% | +24.5% |
| 6M | +13.0% | -10.6% | +23.6% | +16.4% |
| YTD | +15.8% | -0.6% | +16.3% | +11.0% |
| 1Y | +15.5% | -4.1% | +19.6% | +12.5% |
| 3Y | +32.3% | +57.2% | -24.8% | -7.7% |
| 5Y | +8.2% | +127.2% | -119.0% | -41.3% |
| 10Y | +800.7% | +386.2% | +414.5% | +186.5% |
| All | +2,785.5% | +1,147.1% | +1,638.4% | +293.9% |
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