+43.2%
TER vs HUBB
-4.0%
+47.2%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -2.5% | -4.4% | -3.8% |
| 7D | -19.9% | +0.2% | -20.1% | -20.0% |
| 30D | -43.5% | -8.8% | -34.7% | -36.7% |
| 3M | -37.8% | -12.5% | -25.3% | -26.5% |
| 6M | -25.6% | -14.5% | -11.0% | -8.1% |
| YTD | +29.8% | -0.4% | +30.3% | +28.2% |
| 1Y | +43.2% | -3.4% | +46.6% | +48.7% |
| All | +43.2% | -4.0% | +47.2% | +48.7% |
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