+33.8%
SOLS vs HUBB
+9.1%
+24.6%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +0.7% |
| 7D | +4.5% | +4.8% | -0.3% | +1.3% |
| 30D | +6.0% | -9.3% | +15.3% | +13.0% |
| 3M | -19.7% | -3.9% | -15.8% | -17.9% |
| 6M | -10.4% | -0.8% | -9.6% | -13.2% |
| YTD | +33.3% | +5.6% | +27.7% | +22.8% |
| All | +33.8% | +9.1% | +24.6% | +19.1% |
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 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