+203.4%
URI vs HUBB
+147.2%
+56.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.5% |
| 7D | -2.0% | +0.5% | -2.5% | -2.4% |
| 30D | -12.9% | -10.0% | -2.9% | -6.3% |
| 3M | -6.7% | -4.8% | -2.0% | -4.0% |
| 6M | +19.0% | -5.6% | +24.5% | +22.1% |
| YTD | +25.5% | +4.7% | +20.9% | +18.0% |
| 1Y | +5.5% | +6.7% | -1.1% | -3.1% |
| 3Y | +111.3% | +45.8% | +65.6% | +47.9% |
| All | +203.4% | +147.2% | +56.2% | +34.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling