+958.5%
SLB vs HUBB
+152,497.4%
-151,538.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | +0.8% | +0.5% | +0.3% | +0.8% |
| 30D | +15.8% | -10.0% | +25.8% | +16.0% |
| 3M | -0.3% | -4.8% | +4.4% | -0.3% |
| 6M | +21.3% | -5.6% | +26.9% | +21.4% |
| YTD | +52.3% | +4.7% | +47.6% | +52.1% |
| 1Y | +63.6% | +6.7% | +56.9% | +63.4% |
| 3Y | +3.8% | +45.8% | -42.0% | +3.1% |
| 5Y | +128.6% | +145.9% | -17.3% | +125.2% |
| 10Y | -3.1% | +418.6% | -421.7% | -5.3% |
| All | +958.5% | +152,497.4% | -151,538.9% | +912.0% |
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 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