+1,039.2%
THC vs HUBB
+427.3%
+611.9%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -2.1% | +6.0% | +5.2% |
| 7D | +4.1% | +1.1% | +3.0% | +3.3% |
| 30D | +3.5% | -9.6% | +13.1% | +10.0% |
| 3M | +61.7% | -6.2% | +67.9% | +65.0% |
| 6M | +11.8% | -6.2% | +18.0% | +12.9% |
| YTD | +35.4% | +3.4% | +32.1% | +27.2% |
| 1Y | +37.0% | +5.3% | +31.7% | +25.6% |
| 3Y | +260.1% | +44.4% | +215.7% | +136.7% |
| 5Y | +262.6% | +152.4% | +110.2% | +40.7% |
| 10Y | +1,039.2% | +437.0% | +602.2% | +204.6% |
| All | +1,039.2% | +427.3% | +611.9% | +204.6% |
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 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