+221.2%
UPS vs HUBB
+3,150.1%
-2,928.9%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.6% | -2.1% |
| 7D | -2.1% | +4.8% | -7.0% | -3.8% |
| 30D | -2.3% | -9.3% | +7.0% | +1.0% |
| 3M | -5.2% | -3.9% | -1.3% | -4.4% |
| 6M | +1.4% | -0.8% | +2.2% | +0.5% |
| YTD | +6.1% | +5.6% | +0.5% | +2.5% |
| 1Y | +27.0% | +7.7% | +19.3% | +21.5% |
| 3Y | -25.9% | +47.5% | -73.4% | -38.9% |
| 5Y | -34.6% | +153.7% | -188.3% | -56.9% |
| 10Y | +36.2% | +433.0% | -396.9% | -34.7% |
| All | +221.2% | +3,150.1% | -2,928.9% | -20.4% |
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