+2.5%
UAL vs HUBB
+8.1%
-5.7%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.9% | -3.7% | -3.3% |
| 7D | +3.5% | +4.8% | -1.4% | +0.6% |
| 30D | -16.5% | -9.3% | -7.2% | -11.5% |
| 3M | +2.8% | -3.9% | +6.7% | +3.7% |
| 6M | +17.6% | -0.8% | +18.4% | +13.9% |
| YTD | -3.2% | +5.6% | -8.8% | -9.1% |
| All | +2.5% | +8.1% | -5.7% | -5.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling