+110.6%
SPOT vs HUBB
+148.7%
-38.1%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.3% | 0.0% |
| 7D | -6.9% | -1.7% | -5.2% | -6.3% |
| 30D | +4.1% | -12.7% | +16.8% | +9.1% |
| 3M | +3.7% | -2.9% | +6.6% | +3.0% |
| 6M | -1.6% | -4.8% | +3.2% | -2.5% |
| YTD | -10.2% | +2.8% | -12.9% | -14.9% |
| 1Y | -25.9% | +3.5% | -29.4% | -30.5% |
| 3Y | +235.6% | +43.5% | +192.0% | +149.3% |
| 5Y | +110.6% | +154.2% | -43.6% | -3.8% |
| All | +110.6% | +148.7% | -38.1% | -3.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling