-45.9%
SE vs HUBB
+5.5%
-51.5%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.8% | -3.1% | -1.6% |
| 7D | -5.2% | -0.1% | -5.1% | -5.2% |
| 30D | -17.1% | -10.0% | -7.1% | -15.7% |
| 3M | +24.0% | -1.6% | +25.6% | +22.5% |
| 6M | +21.0% | -3.1% | +24.1% | +17.2% |
| YTD | -16.7% | +4.6% | -21.3% | -21.0% |
| 1Y | -45.9% | +3.3% | -49.3% | -49.1% |
| All | -45.9% | +5.5% | -51.5% | -49.1% |
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