+1,435.1%
RF vs HUBB
+146,154.8%
-144,719.7%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.8% | -0.6% | +2.1% |
| 7D | -0.1% | +1.8% | -1.9% | -0.2% |
| 30D | +7.0% | -6.9% | +13.9% | +7.2% |
| 3M | -7.0% | -13.8% | +6.8% | -6.8% |
| 6M | +6.8% | -9.8% | +16.6% | +6.9% |
| YTD | +9.9% | +0.3% | +9.6% | +9.8% |
| 1Y | +21.1% | -3.3% | +24.5% | +21.1% |
| 3Y | +119.6% | +61.0% | +58.6% | +117.7% |
| 5Y | +46.2% | +128.5% | -82.3% | +44.0% |
| 10Y | +261.5% | +398.9% | -137.4% | +253.0% |
| All | +1,435.1% | +146,154.8% | -144,719.7% | +1,597.4% |
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