+306.7%
TPR vs HUBB
+427.3%
-120.6%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.1% | -1.2% | -1.8% |
| 7D | -7.3% | +1.1% | -8.4% | -8.0% |
| 30D | -30.7% | -9.6% | -21.1% | -25.9% |
| 3M | -21.6% | -6.2% | -15.4% | -19.5% |
| 6M | -21.3% | -6.2% | -15.2% | -20.1% |
| YTD | -10.2% | +3.4% | -13.5% | -15.4% |
| 1Y | +9.5% | +5.3% | +4.2% | +1.3% |
| 3Y | +280.8% | +44.4% | +236.4% | +158.1% |
| 5Y | +218.7% | +152.4% | +66.3% | +26.7% |
| 10Y | +306.7% | +437.0% | -130.4% | -11.3% |
| All | +306.7% | +427.3% | -120.6% | -11.3% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling