+7,956.4%
QLD vs HUBB
+1,426.9%
+6,529.6%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +2.8% | +4.0% | +4.2% |
| 7D | -1.4% | +1.8% | -3.2% | -2.7% |
| 30D | -19.6% | -6.9% | -12.7% | -14.1% |
| 3M | -14.1% | -13.8% | -0.3% | -1.8% |
| 6M | -13.6% | -9.8% | -3.8% | -6.0% |
| YTD | +12.5% | +0.3% | +12.2% | +8.6% |
| 1Y | +13.1% | -3.3% | +16.5% | +12.9% |
| 3Y | +154.7% | +61.0% | +93.7% | +52.2% |
| 5Y | +81.1% | +128.5% | -47.4% | -24.2% |
| 10Y | +1,418.0% | +398.9% | +1,019.1% | +180.5% |
| All | +7,956.4% | +1,426.9% | +6,529.6% | +304.3% |
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