+2,981.5%
MUU vs HUBB
+8.5%
+2,973.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.1% | +11.5% | +11.3% |
| 7D | +17.4% | +0.5% | +16.8% | +15.7% |
| 30D | +24.0% | -10.0% | +34.0% | +58.9% |
| 3M | -23.9% | -4.8% | -19.1% | 0.0% |
| 6M | +284.4% | -5.6% | +290.0% | +399.7% |
| YTD | +583.7% | +4.7% | +579.1% | +636.6% |
| 1Y | +2,981.5% | +6.7% | +2,974.8% | +3,291.5% |
| All | +2,981.5% | +8.5% | +2,973.0% | +3,291.5% |
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