+32.9%
URI vs HUBB
-4.0%
+36.9%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.5% | -1.9% | -3.3% |
| 7D | -4.3% | +0.2% | -4.5% | -4.4% |
| 30D | +4.6% | -8.8% | +13.4% | +8.9% |
| 3M | -2.1% | -12.5% | +10.3% | +3.8% |
| 6M | +21.9% | -14.5% | +36.5% | +30.2% |
| YTD | +39.7% | -0.4% | +40.1% | +34.8% |
| 1Y | +32.9% | -3.4% | +36.3% | +30.9% |
| All | +32.9% | -4.0% | +36.9% | +30.9% |
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