+27.5%
SYY vs HUBB
+43.6%
-16.1%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.0% |
| 7D | +1.5% | -1.7% | +3.2% | +1.7% |
| 30D | -2.3% | -12.7% | +10.4% | -0.9% |
| 3M | +5.5% | -2.9% | +8.4% | +5.3% |
| 6M | -1.0% | -4.8% | +3.8% | -1.0% |
| YTD | +14.1% | +2.8% | +11.4% | +12.9% |
| 1Y | +5.6% | +3.5% | +2.0% | +4.1% |
| All | +27.5% | +43.6% | -16.1% | +21.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling