-48.5%
TE vs HUBB
+148.7%
-197.2%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.6% | -6.2% | -6.2% |
| 7D | +0.9% | -1.7% | +2.6% | +2.6% |
| 30D | -16.3% | -12.7% | -3.6% | -5.1% |
| 3M | -40.8% | -2.9% | -37.8% | -37.5% |
| 6M | -42.6% | -4.8% | -37.8% | -39.2% |
| YTD | -31.4% | +2.8% | -34.2% | -31.3% |
| 1Y | +144.9% | +3.5% | +141.4% | +143.9% |
| 3Y | -26.0% | +43.5% | -69.6% | -39.5% |
| 5Y | -48.5% | +154.2% | -202.7% | -70.1% |
| All | -48.5% | +148.7% | -197.2% | -70.1% |
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