+82.6%
SMR vs HUBB
+44.4%
+38.2%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.1% | -1.2% | -0.6% |
| 7D | +13.1% | +1.1% | +12.0% | +11.7% |
| 30D | +17.8% | -9.6% | +27.4% | +33.8% |
| 3M | +8.1% | -6.2% | +14.3% | +15.6% |
| 6M | -11.1% | -6.2% | -4.9% | -8.4% |
| YTD | -23.7% | +3.4% | -27.1% | -31.1% |
| 1Y | -69.4% | +5.3% | -74.7% | -72.3% |
| All | +82.6% | +44.4% | +38.2% | +53.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling