+7,325.6%
STT vs HUBB
+152,497.6%
-145,171.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | 0.0% | +0.2% |
| 7D | +0.5% | +0.5% | -0.1% | +0.5% |
| 30D | +3.9% | -10.0% | +13.9% | +4.0% |
| 3M | +20.0% | -4.8% | +24.7% | +20.0% |
| 6M | +55.3% | -5.6% | +60.9% | +55.4% |
| YTD | +53.3% | +4.7% | +48.7% | +53.2% |
| 1Y | +74.7% | +6.7% | +68.0% | +74.4% |
| 3Y | +205.8% | +45.8% | +160.1% | +203.7% |
| 5Y | +145.0% | +145.9% | -0.9% | +141.3% |
| 10Y | +266.0% | +418.6% | -152.6% | +257.4% |
| All | +7,325.6% | +152,497.6% | -145,171.9% | +7,852.8% |
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 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