+6,432.7%
TRV vs HUBB
+150,593.0%
-144,160.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.4% | +0.3% |
| 7D | +0.2% | +1.1% | -0.9% | +0.2% |
| 30D | -2.3% | -9.6% | +7.3% | -2.2% |
| 3M | +22.7% | -6.2% | +28.9% | +22.8% |
| 6M | +21.9% | -6.2% | +28.1% | +22.0% |
| YTD | +27.5% | +3.4% | +24.1% | +27.3% |
| 1Y | +36.2% | +5.3% | +30.9% | +36.1% |
| 3Y | +140.6% | +44.4% | +96.2% | +139.3% |
| 5Y | +154.5% | +152.4% | +2.2% | +151.4% |
| 10Y | +295.4% | +437.0% | -141.6% | +287.8% |
| All | +6,432.7% | +150,593.0% | -144,160.4% | +5,794.2% |
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