-73.1%
SMR vs HUBB
+8.5%
-81.5%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.7% |
| 7D | +4.4% | +0.5% | +3.9% | +3.7% |
| 30D | +3.4% | -10.0% | +13.4% | +16.8% |
| 3M | -19.2% | -4.8% | -14.4% | -16.3% |
| 6M | -22.6% | -5.6% | -17.1% | -24.8% |
| YTD | -31.5% | +4.7% | -36.2% | -46.9% |
| 1Y | -73.1% | +6.7% | -79.8% | -79.4% |
| All | -73.1% | +8.5% | -81.5% | -79.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling