+155.8%
STT vs HUBB
+148.7%
+7.1%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.1% | +0.9% |
| 7D | +1.0% | +1.1% | -0.1% | +0.5% |
| 30D | +2.8% | -9.6% | +12.4% | +7.2% |
| 3M | +18.1% | -6.2% | +24.3% | +20.3% |
| 6M | +59.2% | -6.2% | +65.4% | +60.9% |
| YTD | +51.5% | +3.4% | +48.1% | +46.0% |
| 1Y | +75.7% | +5.3% | +70.3% | +67.2% |
| 3Y | +200.8% | +44.4% | +156.4% | +134.6% |
| 5Y | +155.8% | +152.4% | +3.4% | +34.7% |
| All | +155.8% | +148.7% | +7.1% | +34.7% |
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 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