+1,872.1%
T vs HUBB
+152,497.5%
-150,625.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.1% | -2.1% | -1.9% |
| 7D | -1.3% | +0.5% | -1.8% | -1.3% |
| 30D | +11.4% | -10.0% | +21.4% | +11.5% |
| 3M | +14.3% | -4.8% | +19.1% | +14.3% |
| 6M | -9.3% | -5.6% | -3.7% | -9.3% |
| YTD | +7.1% | +4.7% | +2.4% | +7.0% |
| 1Y | -9.1% | +6.7% | -15.8% | -9.2% |
| 3Y | +105.3% | +45.8% | +59.6% | +104.2% |
| 5Y | +66.8% | +145.9% | -79.1% | +64.9% |
| 10Y | +66.8% | +418.6% | -351.8% | +63.7% |
| All | +1,872.1% | +152,497.5% | -150,625.4% | +1,809.2% |
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