-77.8%
SE vs HUBB
+130.2%
-208.0%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.3% | -5.0% | -4.3% |
| 7D | -7.7% | +1.2% | -8.9% | -8.3% |
| 30D | -22.8% | -6.4% | -16.4% | -20.4% |
| 3M | -43.7% | -14.4% | -29.3% | -39.4% |
| 6M | -12.8% | -9.0% | -3.8% | -10.6% |
| YTD | -42.0% | +0.7% | -42.7% | -44.8% |
| 1Y | -48.0% | -0.3% | -47.7% | -50.3% |
| 3Y | +62.7% | +59.2% | +3.5% | +6.7% |
| 5Y | -77.8% | +130.2% | -208.0% | -91.4% |
| All | -77.8% | +130.2% | -208.0% | -91.4% |
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 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