+1,895.0%
THC vs HUBB
+390.1%
+1,504.9%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +1.0% |
| 7D | +8.8% | -2.6% | +11.4% | +10.3% |
| 30D | +10.0% | -7.7% | +17.7% | +14.9% |
| 3M | +11.7% | -13.0% | +24.7% | +20.4% |
| 6M | +52.5% | -10.6% | +63.0% | +58.4% |
| YTD | +46.1% | -0.6% | +46.6% | +39.0% |
| 1Y | +49.1% | -4.1% | +53.2% | +45.0% |
| 3Y | +439.6% | +57.2% | +382.5% | +224.8% |
| 5Y | +263.2% | +127.2% | +136.0% | +50.1% |
| All | +1,895.0% | +390.1% | +1,504.9% | +361.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling