+4,350.1%
SYY vs HUBB
+150,593.0%
-146,242.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.1% | +4.3% | +2.2% |
| 7D | -0.2% | +1.1% | -1.3% | -0.2% |
| 30D | -2.7% | -9.6% | +6.9% | -2.6% |
| 3M | +5.9% | -6.2% | +12.1% | +5.9% |
| 6M | -2.3% | -6.2% | +3.8% | -2.3% |
| YTD | +13.1% | +3.4% | +9.7% | +13.0% |
| 1Y | +3.8% | +5.3% | -1.6% | +3.6% |
| 3Y | +26.7% | +44.4% | -17.6% | +26.1% |
| 5Y | +19.4% | +152.4% | -132.9% | +18.2% |
| 10Y | +112.0% | +437.0% | -325.1% | +108.7% |
| All | +4,350.1% | +150,593.0% | -146,242.9% | +4,191.8% |
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