+64.2%
T vs HUBB
+148.7%
-84.5%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.1% | +0.3% | -1.8% |
| 7D | -3.1% | +1.1% | -4.2% | -3.1% |
| 30D | +4.6% | -9.6% | +14.2% | +4.6% |
| 3M | +12.2% | -6.2% | +18.4% | +12.2% |
| 6M | -6.5% | -6.2% | -0.3% | -6.6% |
| YTD | +4.9% | +3.4% | +1.5% | +4.2% |
| 1Y | -10.5% | +5.3% | -15.8% | -11.2% |
| 3Y | +104.6% | +44.4% | +60.2% | +94.1% |
| 5Y | +64.2% | +152.4% | -88.2% | +32.4% |
| All | +64.2% | +148.7% | -84.5% | +32.4% |
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 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