+46.4%
THC vs HUBB
-3.8%
+50.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.6% |
| 7D | +8.8% | -2.6% | +11.4% | +9.2% |
| 30D | +10.0% | -7.7% | +17.7% | +11.3% |
| 3M | +11.7% | -13.0% | +24.7% | +14.1% |
| 6M | +52.5% | -10.6% | +63.0% | +53.4% |
| YTD | +46.1% | -0.6% | +46.6% | +40.1% |
| All | +46.4% | -3.8% | +50.2% | +40.3% |
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