+100.8%
STM vs HUBB
+5.9%
+94.9%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.1% | +1.3% | +0.7% |
| 7D | +1.7% | +1.1% | +0.6% | +0.8% |
| 30D | -5.2% | -9.6% | +4.5% | +2.1% |
| 3M | -29.6% | -6.2% | -23.4% | -25.6% |
| 6M | +54.4% | -6.2% | +60.5% | +60.7% |
| YTD | +99.5% | +3.4% | +96.2% | +97.4% |
| 1Y | +100.8% | +5.3% | +95.4% | +94.5% |
| All | +100.8% | +5.9% | +94.9% | +94.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling