+323.8%
SN vs HUBB
+55.4%
+268.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.5% |
| 7D | +0.1% | +4.8% | -4.7% | -2.8% |
| 30D | -5.6% | -9.3% | +3.7% | +0.2% |
| 3M | +48.1% | -3.9% | +51.9% | +50.2% |
| 6M | +57.6% | -0.8% | +58.5% | +55.6% |
| YTD | +56.5% | +5.6% | +50.9% | +48.4% |
| 1Y | +52.6% | +7.7% | +44.8% | +42.1% |
| 3Y | +412.0% | +47.5% | +364.5% | +297.9% |
| All | +323.8% | +55.4% | +268.4% | +222.9% |
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 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