+20.2%
RF vs HUBB
-3.9%
+24.1%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.8% | -0.6% | +1.7% |
| 7D | -0.1% | +1.8% | -1.9% | -0.5% |
| 30D | +7.0% | -6.9% | +13.9% | +8.2% |
| 3M | -7.0% | -13.8% | +6.8% | -4.8% |
| 6M | +6.8% | -9.8% | +16.6% | +7.5% |
| YTD | +9.9% | +0.3% | +9.6% | +4.1% |
| All | +20.2% | -3.9% | +24.1% | +16.1% |
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