+2,876.9%
TQQQ vs HUBB
+446.9%
+2,430.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.8% | +0.8% | +0.3% |
| 7D | -1.9% | -0.1% | -1.9% | -1.9% |
| 30D | -4.9% | -10.0% | +5.1% | +8.4% |
| 3M | -6.4% | -1.6% | -4.8% | -5.1% |
| 6M | +44.4% | -3.1% | +47.5% | +46.8% |
| YTD | +35.2% | +4.6% | +30.6% | +23.4% |
| 1Y | +49.5% | +3.3% | +46.2% | +38.4% |
| 3Y | +250.7% | +46.6% | +204.1% | +109.9% |
| 5Y | +104.7% | +158.7% | -54.0% | -40.5% |
| All | +2,876.9% | +446.9% | +2,430.0% | +289.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling