+105.2%
TQQQ vs HUBB
+157.3%
-52.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.8% | +0.8% | +0.4% |
| 7D | -1.9% | -0.1% | -1.9% | -1.9% |
| 30D | -4.9% | -10.0% | +5.1% | +8.3% |
| 3M | -6.4% | -1.6% | -4.8% | -5.1% |
| 6M | +44.4% | -3.1% | +47.5% | +46.3% |
| YTD | +35.2% | +4.6% | +30.6% | +22.8% |
| 1Y | +49.5% | +3.3% | +46.2% | +37.6% |
| 3Y | +250.7% | +46.6% | +204.1% | +102.8% |
| All | +105.2% | +157.3% | -52.2% | -53.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling