+3.5%
SNOW vs HUBB
+148.7%
-145.2%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | 0.0% | -0.3% |
| 7D | -7.5% | -1.7% | -5.8% | -6.8% |
| 30D | -1.3% | -12.7% | +11.3% | +5.0% |
| 3M | +37.4% | -2.9% | +40.4% | +37.0% |
| 6M | +88.1% | -4.8% | +92.9% | +85.4% |
| YTD | +50.3% | +2.8% | +47.5% | +41.1% |
| 1Y | +46.0% | +3.5% | +42.5% | +35.6% |
| 3Y | +98.7% | +43.5% | +55.1% | +44.3% |
| 5Y | +3.5% | +154.2% | -150.7% | -56.1% |
| All | +3.5% | +148.7% | -145.2% | -56.1% |
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