+954.7%
SEI vs HUBB
+157.3%
+797.4%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.8% | +3.3% | +3.9% |
| 7D | +22.6% | -0.1% | +22.7% | +22.7% |
| 30D | +9.1% | -10.0% | +19.1% | +17.4% |
| 3M | -11.3% | -1.6% | -9.7% | -9.7% |
| 6M | +22.0% | -3.1% | +25.1% | +24.6% |
| YTD | +47.3% | +4.6% | +42.7% | +44.4% |
| 1Y | +124.8% | +3.3% | +121.4% | +122.9% |
| 3Y | +591.3% | +46.6% | +544.7% | +508.2% |
| All | +954.7% | +157.3% | +797.4% | +662.0% |
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