+22.5%
P vs HUBB
+5.9%
+16.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.1% | -1.9% | -2.3% |
| 7D | +5.0% | +1.1% | +3.9% | +4.2% |
| 30D | -0.9% | -9.6% | +8.7% | +7.8% |
| 3M | +38.7% | -6.2% | +44.8% | +45.4% |
| 6M | +54.4% | -6.2% | +60.5% | +57.5% |
| YTD | +44.8% | +3.4% | +41.5% | +36.5% |
| 1Y | +22.5% | +5.3% | +17.2% | +13.8% |
| All | +22.5% | +5.9% | +16.7% | +13.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling