+72.4%
UBER vs HUBB
+323.7%
-251.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -3.0% | -2.1% |
| 7D | -5.4% | -0.1% | -5.3% | -5.4% |
| 30D | -4.9% | -10.0% | +5.1% | +0.2% |
| 3M | +3.0% | -1.6% | +4.6% | +2.1% |
| 6M | -4.4% | -3.1% | -1.3% | -5.8% |
| YTD | -12.3% | +4.6% | -16.9% | -17.9% |
| 1Y | -24.3% | +3.3% | -27.6% | -29.1% |
| 3Y | +46.4% | +46.6% | -0.1% | +5.8% |
| 5Y | +79.7% | +158.7% | -79.0% | -14.4% |
| All | +72.4% | +323.7% | -251.3% | -47.7% |
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