+455.3%
SN vs HUBB
+47.6%
+407.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.8% | +0.1% | +1.3% |
| 7D | +7.6% | +1.8% | +5.8% | +6.3% |
| 30D | +24.1% | -6.9% | +30.9% | +28.8% |
| 3M | +23.7% | -13.8% | +37.5% | +34.3% |
| 6M | +105.5% | -9.8% | +115.3% | +114.5% |
| YTD | +105.1% | +0.3% | +104.8% | +98.8% |
| 1Y | +148.3% | -3.3% | +151.6% | +146.3% |
| 3Y | +438.7% | +61.0% | +377.6% | +319.8% |
| All | +455.3% | +47.6% | +407.7% | +332.7% |
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