+33.4%
URI vs HUBB
-2.3%
+35.7%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.4% |
| 7D | +9.3% | +4.6% | +4.7% | +7.1% |
| 30D | +7.6% | -8.4% | +16.0% | +11.9% |
| 3M | +1.0% | -14.3% | +15.4% | +8.6% |
| 6M | +19.8% | -9.3% | +29.2% | +25.4% |
| YTD | +41.9% | -0.5% | +42.4% | +35.7% |
| 1Y | +33.4% | -2.1% | +35.5% | +28.9% |
| All | +33.4% | -2.3% | +35.7% | +28.9% |
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