+15.1%
TEAM vs HUBB
-4.0%
+19.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.5% | +1.8% | -1.3% |
| 7D | -13.7% | +0.2% | -14.0% | -13.7% |
| 30D | -3.4% | -8.8% | +5.4% | -6.1% |
| 3M | +72.1% | -12.5% | +84.6% | +64.9% |
| 6M | +103.8% | -14.5% | +118.4% | +94.6% |
| YTD | +17.1% | -0.4% | +17.6% | +10.9% |
| 1Y | +15.1% | -3.4% | +18.5% | +10.7% |
| All | +15.1% | -4.0% | +19.1% | +10.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling