+5,256.9%
SPG vs HUBB
+54,080.1%
-48,823.2%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | -2.4% | +0.5% | -2.9% | -2.4% |
| 30D | -6.8% | -10.0% | +3.2% | -6.7% |
| 3M | +2.7% | -4.8% | +7.4% | +2.7% |
| 6M | +5.5% | -5.6% | +11.0% | +5.5% |
| YTD | +15.7% | +4.7% | +11.0% | +15.6% |
| 1Y | +20.9% | +6.7% | +14.2% | +20.7% |
| 3Y | +112.4% | +45.8% | +66.6% | +111.1% |
| 5Y | +101.4% | +145.9% | -44.6% | +98.8% |
| 10Y | +60.6% | +418.6% | -358.0% | +57.5% |
| All | +5,256.9% | +54,080.1% | -48,823.2% | +4,987.7% |
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 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