+28.7%
O vs HUBB
+44.4%
-15.7%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.1% | +0.6% | -1.5% |
| 7D | -2.3% | +1.1% | -3.3% | -2.2% |
| 30D | -2.4% | -9.6% | +7.2% | -2.5% |
| 3M | -0.6% | -6.2% | +5.6% | -0.7% |
| 6M | -5.0% | -6.2% | +1.2% | -5.2% |
| YTD | +10.4% | +3.4% | +7.0% | +10.1% |
| 1Y | +6.6% | +5.3% | +1.2% | +6.3% |
| All | +28.7% | +44.4% | -15.7% | +23.8% |
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