+562.3%
THC vs HUBB
+146,787.3%
-146,225.0%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | +0.9% |
| 7D | +0.2% | +1.2% | -0.9% | +0.2% |
| 30D | +9.0% | -6.4% | +15.5% | +9.1% |
| 3M | +12.9% | -14.4% | +27.3% | +13.2% |
| 6M | +52.8% | -9.0% | +61.8% | +53.0% |
| YTD | +47.4% | +0.7% | +46.7% | +47.3% |
| 1Y | +47.7% | -0.3% | +48.0% | +47.6% |
| 3Y | +444.7% | +59.2% | +385.5% | +439.3% |
| 5Y | +269.3% | +130.2% | +139.0% | +263.4% |
| 10Y | +1,913.5% | +391.8% | +1,521.8% | +1,864.4% |
| All | +562.3% | +146,787.3% | -146,225.0% | +515.8% |
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 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