+15.7%
RF vs HUBB
+7.9%
+7.8%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.0% | -1.3% |
| 7D | +2.7% | +4.8% | -2.2% | +1.7% |
| 30D | -3.4% | -9.3% | +5.9% | -1.7% |
| 3M | +6.4% | -3.9% | +10.2% | +6.1% |
| 6M | +13.4% | -0.8% | +14.2% | +10.7% |
| YTD | +14.2% | +5.6% | +8.7% | +8.9% |
| 1Y | +15.7% | +7.7% | +8.0% | +7.0% |
| All | +15.7% | +7.9% | +7.8% | +7.0% |
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