+517.6%
SPMO vs HUBB
+446.9%
+70.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.2% | -0.2% |
| 7D | -0.9% | -0.1% | -0.9% | -0.9% |
| 30D | -1.9% | -10.0% | +8.0% | +2.5% |
| 3M | -1.4% | -1.6% | +0.2% | -0.8% |
| 6M | +25.5% | -3.1% | +28.6% | +26.4% |
| YTD | +24.8% | +4.6% | +20.3% | +21.4% |
| 1Y | +24.5% | +3.3% | +21.2% | +21.3% |
| 3Y | +157.1% | +46.6% | +110.6% | +111.4% |
| 5Y | +149.5% | +158.7% | -9.2% | +56.4% |
| All | +517.6% | +446.9% | +70.7% | +184.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling