+64.8%
SLB vs HUBB
+129.4%
-64.6%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.8% | -1.9% | 0.0% |
| 7D | -3.7% | +1.8% | -5.5% | -4.3% |
| 30D | +2.9% | -6.9% | +9.8% | +5.2% |
| 3M | +0.2% | -13.8% | +14.0% | +5.1% |
| 6M | -4.4% | -9.8% | +5.4% | -2.0% |
| YTD | +33.4% | +0.3% | +33.1% | +30.6% |
| 1Y | +40.8% | -3.3% | +44.1% | +39.5% |
| 3Y | +3.2% | +61.0% | -57.8% | -16.9% |
| 5Y | +64.8% | +128.5% | -63.7% | +16.4% |
| All | +64.8% | +129.4% | -64.6% | +16.4% |
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