+5,922.7%
SPG vs HUBB
+51,288.3%
-45,365.6%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | 0.0% | -0.3% |
| 7D | +2.0% | +1.8% | +0.2% | +2.0% |
| 30D | +17.2% | -7.7% | +24.9% | +17.4% |
| 3M | +6.3% | -13.6% | +19.9% | +6.5% |
| 6M | +18.7% | -9.1% | +27.8% | +18.8% |
| YTD | +30.1% | -0.7% | +30.8% | +30.0% |
| 1Y | +32.8% | +1.1% | +31.7% | +32.7% |
| 3Y | +133.6% | +56.2% | +77.4% | +131.9% |
| 5Y | +84.4% | +126.6% | -42.2% | +82.2% |
| 10Y | +114.3% | +384.6% | -270.3% | +110.3% |
| All | +5,922.7% | +51,288.3% | -45,365.6% | +5,623.4% |
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