+2,327.9%
NDAQ vs HUBB
+2,367.2%
-39.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.1% | -2.0% | -1.9% |
| 7D | -2.4% | +0.5% | -3.0% | -2.7% |
| 30D | +2.5% | -10.0% | +12.5% | +7.6% |
| 3M | +9.9% | -4.8% | +14.7% | +10.7% |
| 6M | +9.4% | -5.6% | +15.0% | +9.3% |
| YTD | +0.4% | +4.7% | -4.2% | -5.3% |
| 1Y | +4.0% | +6.7% | -2.6% | -3.5% |
| 3Y | +94.4% | +45.8% | +48.6% | +45.5% |
| 5Y | +56.7% | +145.9% | -89.2% | -14.8% |
| 10Y | +375.3% | +418.6% | -43.3% | +55.5% |
| All | +2,327.9% | +2,367.2% | -39.3% | +239.0% |
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