+302.0%
TRV vs HUBB
+446.9%
-144.9%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.8% | +0.3% | +1.5% |
| 7D | +1.9% | -0.1% | +2.0% | +1.9% |
| 30D | +1.7% | -10.0% | +11.7% | +5.1% |
| 3M | +23.9% | -1.6% | +25.5% | +23.5% |
| 6M | +26.3% | -3.1% | +29.4% | +25.5% |
| YTD | +30.8% | +4.6% | +26.2% | +25.8% |
| 1Y | +36.3% | +3.3% | +33.0% | +31.0% |
| 3Y | +145.0% | +46.6% | +98.4% | +96.3% |
| 5Y | +163.9% | +158.7% | +5.2% | +56.1% |
| All | +302.0% | +446.9% | -144.9% | +65.9% |
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 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