+14,183.4%
TER vs HUBB
+152,497.5%
-138,314.1%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.1% | +5.4% | +5.5% |
| 7D | +0.6% | +0.5% | +0.1% | +0.6% |
| 30D | -8.3% | -10.0% | +1.7% | -8.1% |
| 3M | -12.2% | -4.8% | -7.4% | -12.1% |
| 6M | +17.1% | -5.6% | +22.6% | +17.3% |
| YTD | +84.7% | +4.7% | +80.0% | +84.7% |
| 1Y | +199.9% | +6.7% | +193.3% | +200.0% |
| 3Y | +232.8% | +45.8% | +187.0% | +231.2% |
| 5Y | +198.6% | +145.9% | +52.6% | +194.7% |
| 10Y | +1,669.7% | +418.6% | +1,251.2% | +1,628.2% |
| All | +14,183.4% | +152,497.5% | -138,314.1% | +15,350.2% |
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