+319.5%
SN vs HUBB
+54.0%
+265.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.2% | -1.1% |
| 7D | -9.3% | +0.5% | -9.9% | -9.6% |
| 30D | -4.8% | -10.0% | +5.2% | +1.6% |
| 3M | +40.4% | -4.8% | +45.2% | +43.2% |
| 6M | +50.9% | -5.6% | +56.5% | +53.8% |
| YTD | +54.9% | +4.7% | +50.3% | +47.7% |
| 1Y | +43.0% | +6.7% | +36.4% | +34.0% |
| 3Y | +391.8% | +45.8% | +346.1% | +285.9% |
| All | +319.5% | +54.0% | +265.5% | +221.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling