+488.5%
NDAQ vs HUBB
+381.1%
+107.4%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | +0.1% | -0.1% |
| 7D | +1.3% | +1.8% | -0.5% | +0.7% |
| 30D | +18.0% | -7.7% | +25.6% | +20.7% |
| 3M | +11.5% | -13.6% | +25.1% | +16.5% |
| 6M | +21.1% | -9.1% | +30.2% | +22.8% |
| YTD | +12.8% | -0.7% | +13.5% | +9.4% |
| 1Y | +25.7% | +1.1% | +24.6% | +20.9% |
| 3Y | +116.8% | +56.2% | +60.6% | +68.1% |
| 5Y | +67.3% | +126.6% | -59.4% | +6.5% |
| All | +488.5% | +381.1% | +107.4% | +160.6% |
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