+32.1%
SOLS vs HUBB
+8.2%
+23.9%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.1% | +3.7% | +3.8% |
| 7D | +0.3% | +0.5% | -0.2% | -0.1% |
| 30D | +2.1% | -10.0% | +12.1% | +9.4% |
| 3M | -24.1% | -4.8% | -19.4% | -22.0% |
| 6M | -15.0% | -5.6% | -9.4% | -14.5% |
| YTD | +31.6% | +4.7% | +26.9% | +22.0% |
| All | +32.1% | +8.2% | +23.9% | +18.3% |
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