+20,418.4%
SHW vs HUBB
+152,497.5%
-132,079.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | -3.2% | +0.5% | -3.8% | -3.2% |
| 30D | -9.5% | -10.0% | +0.5% | -9.4% |
| 3M | +11.5% | -4.8% | +16.2% | +11.5% |
| 6M | -3.5% | -5.6% | +2.0% | -3.5% |
| YTD | +3.7% | +4.7% | -0.9% | +3.7% |
| 1Y | -7.9% | +6.7% | -14.6% | -8.0% |
| 3Y | +24.7% | +45.8% | -21.0% | +24.2% |
| 5Y | +13.6% | +145.9% | -132.3% | +12.5% |
| 10Y | +283.0% | +418.6% | -135.6% | +277.2% |
| All | +20,418.4% | +152,497.5% | -132,079.1% | +17,618.1% |
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 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