+614.2%
TEAM vs HUBB
+470.0%
+144.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.4% |
| 7D | -2.4% | +1.8% | -4.2% | -3.0% |
| 30D | -26.7% | -7.7% | -19.0% | -24.9% |
| 3M | -9.6% | -13.6% | +3.9% | -5.6% |
| 6M | +86.0% | -9.1% | +95.2% | +88.2% |
| YTD | -7.5% | -0.7% | -6.8% | -11.5% |
| 1Y | -1.4% | +1.1% | -2.4% | -6.5% |
| 3Y | -14.3% | +56.2% | -70.5% | -33.5% |
| 5Y | -66.3% | +126.6% | -192.9% | -77.8% |
| 10Y | +445.6% | +384.6% | +61.1% | +146.3% |
| All | +614.2% | +470.0% | +144.2% | +171.6% |
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