+62,786.0%
SU vs HUBB
+150,593.0%
-87,807.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.1% | +3.8% | +1.7% |
| 7D | +1.6% | +1.1% | +0.5% | +1.6% |
| 30D | +10.7% | -9.6% | +20.3% | +10.9% |
| 3M | +13.5% | -6.2% | +19.7% | +13.6% |
| 6M | +21.8% | -6.2% | +28.0% | +21.8% |
| YTD | +58.8% | +3.4% | +55.5% | +58.7% |
| 1Y | +72.0% | +5.3% | +66.7% | +71.8% |
| 3Y | +121.7% | +44.4% | +77.4% | +120.3% |
| 5Y | +350.4% | +152.4% | +198.0% | +344.2% |
| 10Y | +264.7% | +437.0% | -172.4% | +257.2% |
| All | +62,786.0% | +150,593.0% | -87,807.0% | +62,954.4% |
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