+86.2%
SU vs HUBB
-4.0%
+90.2%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.5% | -2.1% | -4.6% |
| 7D | -7.1% | +0.2% | -7.3% | -7.0% |
| 30D | +4.8% | -8.8% | +13.6% | +4.2% |
| 3M | +12.5% | -12.5% | +25.0% | +11.7% |
| 6M | +6.5% | -14.5% | +21.0% | +6.2% |
| YTD | +65.8% | -0.4% | +66.2% | +61.4% |
| 1Y | +86.2% | -3.4% | +89.6% | +82.0% |
| All | +86.2% | -4.0% | +90.2% | +82.0% |
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