+499.2%
THC vs HUBB
+152,497.5%
-151,998.3%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | -0.7% | +0.5% | -1.2% | -0.7% |
| 30D | +1.3% | -10.0% | +11.3% | +1.5% |
| 3M | +64.2% | -4.8% | +69.0% | +64.3% |
| 6M | +8.3% | -5.6% | +13.8% | +8.3% |
| YTD | +33.4% | +4.7% | +28.7% | +33.2% |
| 1Y | +37.7% | +6.7% | +31.0% | +37.4% |
| 3Y | +236.8% | +45.8% | +191.0% | +234.0% |
| 5Y | +249.3% | +145.9% | +103.3% | +243.4% |
| 10Y | +995.2% | +418.6% | +576.7% | +967.7% |
| All | +499.2% | +152,497.5% | -151,998.3% | +456.9% |
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