+16.8%
MUB vs HUBB
+437.4%
-420.6%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.2% | -0.7% |
| 7D | -1.2% | -1.7% | +0.5% | -1.2% |
| 30D | -2.8% | -12.7% | +9.9% | -2.4% |
| 3M | -3.1% | -2.9% | -0.1% | -3.0% |
| 6M | -2.9% | -4.8% | +1.9% | -2.8% |
| YTD | -2.0% | +2.8% | -4.8% | -2.2% |
| 1Y | 0.0% | +3.5% | -3.6% | -0.3% |
| 3Y | +7.4% | +43.5% | -36.1% | +5.6% |
| 5Y | +0.8% | +154.2% | -153.4% | -3.5% |
| All | +16.8% | +437.4% | -420.6% | +8.9% |
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 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