+57.0%
T vs HUBB
+126.4%
-69.4%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.9% | -0.4% |
| 7D | +1.6% | +4.6% | -2.9% | +1.7% |
| 30D | -2.9% | -8.4% | +5.4% | -3.0% |
| 3M | -7.5% | -14.3% | +6.8% | -7.6% |
| 6M | -9.9% | -9.3% | -0.6% | -10.0% |
| YTD | -6.4% | -0.5% | -5.9% | -7.0% |
| 1Y | -9.4% | -2.1% | -7.3% | -9.9% |
| 3Y | +64.9% | +57.2% | +7.6% | +54.1% |
| 5Y | +57.0% | +127.1% | -70.2% | +30.4% |
| All | +57.0% | +126.4% | -69.4% | +30.4% |
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