-66.3%
SE vs HUBB
+148.7%
-215.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.1% | -2.0% | -3.0% |
| 7D | -3.6% | +1.1% | -4.7% | -4.2% |
| 30D | -5.3% | -9.6% | +4.3% | -0.1% |
| 3M | +28.1% | -6.2% | +34.3% | +30.4% |
| 6M | +20.7% | -6.2% | +26.8% | +20.9% |
| YTD | -14.8% | +3.4% | -18.1% | -19.6% |
| 1Y | -43.6% | +5.3% | -48.9% | -47.6% |
| 3Y | +184.2% | +44.4% | +139.9% | +103.8% |
| 5Y | -66.3% | +152.4% | -218.7% | -87.0% |
| All | -66.3% | +148.7% | -215.0% | -87.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling