+2,417.1%
MSCI vs HUBB
+1,212.4%
+1,204.7%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | +0.4% | +0.5% | -0.1% | +0.1% |
| 30D | +0.6% | -10.0% | +10.6% | +5.8% |
| 3M | -7.1% | -4.8% | -2.3% | -6.4% |
| 6M | +0.8% | -5.6% | +6.4% | +0.7% |
| YTD | +1.0% | +4.7% | -3.7% | -5.0% |
| 1Y | +4.3% | +6.7% | -2.4% | -3.6% |
| 3Y | +9.9% | +45.8% | -35.8% | -19.3% |
| 5Y | -6.8% | +145.9% | -152.7% | -51.2% |
| 10Y | +614.7% | +418.6% | +196.1% | +121.0% |
| All | +2,417.1% | +1,212.4% | +1,204.7% | +237.1% |
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