+139.0%
SN vs HUBB
-4.8%
+143.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.5% | -0.9% |
| 7D | +7.6% | -2.6% | +10.1% | +8.8% |
| 30D | +22.4% | -7.7% | +30.1% | +26.9% |
| 3M | +21.7% | -13.0% | +34.7% | +30.1% |
| 6M | +102.8% | -10.6% | +113.4% | +111.1% |
| YTD | +102.4% | -0.6% | +103.0% | +93.6% |
| 1Y | +139.0% | -4.1% | +143.1% | +137.0% |
| All | +139.0% | -4.8% | +143.7% | +137.0% |
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 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