+429.0%
THC vs HUBB
+57.3%
+371.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.6% |
| 7D | +8.8% | -2.6% | +11.4% | +9.4% |
| 30D | +10.0% | -7.7% | +17.7% | +11.9% |
| 3M | +11.7% | -13.0% | +24.7% | +15.0% |
| 6M | +52.5% | -10.6% | +63.0% | +54.9% |
| YTD | +46.1% | -0.6% | +46.6% | +43.6% |
| 1Y | +49.1% | -4.1% | +53.2% | +47.8% |
| All | +429.0% | +57.3% | +371.7% | +244.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling