+117.2%
NDAQ vs HUBB
+57.4%
+59.8%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.8% |
| 7D | +1.7% | +4.6% | -2.9% | +1.1% |
| 30D | +16.2% | -8.4% | +24.6% | +17.6% |
| 3M | +14.0% | -14.3% | +28.3% | +16.3% |
| 6M | +22.3% | -9.3% | +31.6% | +22.8% |
| YTD | +13.0% | -0.5% | +13.5% | +9.9% |
| 1Y | +24.0% | -2.1% | +26.1% | +21.1% |
| All | +117.2% | +57.4% | +59.8% | +97.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling