+2,632.1%
NDAQ vs HUBB
+2,245.5%
+386.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.3% |
| 7D | +1.7% | +4.6% | -2.9% | -0.5% |
| 30D | +16.2% | -8.4% | +24.6% | +20.6% |
| 3M | +14.0% | -14.3% | +28.3% | +21.8% |
| 6M | +22.3% | -9.3% | +31.6% | +24.9% |
| YTD | +13.0% | -0.5% | +13.5% | +8.4% |
| 1Y | +24.0% | -2.1% | +26.1% | +19.8% |
| 3Y | +117.1% | +57.2% | +59.9% | +55.4% |
| 5Y | +67.5% | +127.1% | -59.6% | -5.7% |
| 10Y | +474.3% | +385.7% | +88.6% | +93.2% |
| All | +2,632.1% | +2,245.5% | +386.6% | +288.2% |
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