+802.8%
TEAM vs HUBB
+501.0%
+301.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.1% | -2.7% | -2.7% |
| 7D | -0.4% | +0.5% | -1.0% | -0.6% |
| 30D | +67.3% | -10.0% | +77.3% | +73.3% |
| 3M | +86.8% | -4.8% | +91.5% | +87.2% |
| 6M | +146.8% | -5.6% | +152.4% | +145.1% |
| YTD | +16.9% | +4.7% | +12.3% | +10.3% |
| 1Y | +12.8% | +6.7% | +6.1% | +5.1% |
| 3Y | -7.3% | +45.8% | -53.0% | -25.6% |
| 5Y | -50.7% | +145.9% | -196.6% | -68.2% |
| 10Y | +529.8% | +418.6% | +111.2% | +177.3% |
| All | +802.8% | +501.0% | +301.8% | +238.7% |
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 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