+67.2%
SU vs HUBB
+5.5%
+61.7%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | 0.0% |
| 7D | +2.2% | -0.1% | +2.3% | +2.2% |
| 30D | +8.4% | -10.0% | +18.4% | +7.7% |
| 3M | +12.1% | -1.6% | +13.7% | +11.6% |
| 6M | +19.7% | -3.1% | +22.8% | +18.3% |
| YTD | +58.4% | +4.6% | +53.8% | +56.1% |
| 1Y | +67.2% | +3.3% | +63.9% | +62.2% |
| All | +67.2% | +5.5% | +61.7% | +62.2% |
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