+338.3%
SU vs HUBB
+157.3%
+181.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -0.5% |
| 7D | +2.2% | -0.1% | +2.3% | +2.2% |
| 30D | +8.4% | -10.0% | +18.4% | +10.9% |
| 3M | +12.1% | -1.6% | +13.7% | +11.4% |
| 6M | +19.7% | -3.1% | +22.8% | +18.5% |
| YTD | +58.4% | +4.6% | +53.8% | +53.2% |
| 1Y | +67.2% | +3.3% | +63.9% | +61.7% |
| 3Y | +125.0% | +46.6% | +78.5% | +87.9% |
| All | +338.3% | +157.3% | +181.0% | +181.0% |
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 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