+29.7%
Q vs HUBB
+7.1%
+22.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.9% | +1.5% | +1.5% |
| 7D | +6.7% | +4.8% | +1.9% | +2.0% |
| 30D | -10.6% | -9.3% | -1.3% | -1.8% |
| 3M | -14.6% | -3.9% | -10.7% | -10.7% |
| 6M | +12.1% | -0.8% | +12.9% | +12.2% |
| YTD | +51.3% | +5.6% | +45.7% | +45.3% |
| All | +29.7% | +7.1% | +22.6% | +22.5% |
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