+1,569.6%
QQQ vs HUBB
+2,387.5%
-818.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.5% |
| 7D | +1.5% | +4.8% | -3.3% | -0.7% |
| 30D | -0.6% | -9.3% | +8.7% | +3.8% |
| 3M | +0.4% | -3.9% | +4.3% | +1.7% |
| 6M | +20.1% | -0.8% | +20.9% | +19.0% |
| YTD | +17.2% | +5.6% | +11.6% | +12.4% |
| 1Y | +24.7% | +7.7% | +17.0% | +17.9% |
| 3Y | +96.2% | +47.5% | +48.7% | +55.6% |
| 5Y | +94.4% | +153.7% | -59.3% | +16.6% |
| 10Y | +556.7% | +433.0% | +123.7% | +159.6% |
| All | +1,569.6% | +2,387.5% | -818.0% | +150.8% |
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 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