+17.2%
O vs HUBB
+148.7%
-131.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.8% |
| 7D | -3.5% | -1.7% | -1.8% | -3.3% |
| 30D | -3.3% | -12.7% | +9.3% | -2.0% |
| 3M | -2.8% | -2.9% | +0.1% | -2.9% |
| 6M | -5.8% | -4.8% | -1.0% | -5.9% |
| YTD | +9.4% | +2.8% | +6.6% | +8.0% |
| 1Y | +5.7% | +3.5% | +2.1% | +4.1% |
| 3Y | +27.2% | +43.5% | -16.3% | +13.9% |
| 5Y | +17.2% | +154.2% | -137.0% | -13.9% |
| All | +17.2% | +148.7% | -131.5% | -13.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling