+9,717.5%
TER vs HUBB
+144,902.8%
-135,185.2%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.6% | -0.2% |
| 7D | -8.9% | -2.6% | -6.3% | -8.8% |
| 30D | -39.1% | -7.7% | -31.4% | -38.9% |
| 3M | -32.8% | -13.0% | -19.7% | -32.5% |
| 6M | -31.7% | -10.6% | -21.2% | -31.5% |
| YTD | +26.9% | -0.6% | +27.5% | +27.2% |
| 1Y | +33.6% | -4.1% | +37.7% | +33.9% |
| 3Y | +181.5% | +57.2% | +124.4% | +180.0% |
| 5Y | +76.1% | +127.2% | -51.0% | +74.2% |
| 10Y | +1,006.2% | +386.2% | +620.0% | +982.1% |
| All | +9,717.5% | +144,902.8% | -135,185.2% | +10,535.6% |
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