+6,893.4%
URI vs HUBB
+1,991.8%
+4,901.6%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -5.5% |
| 3M | -6.7% | -4.8% | -2.0% | -3.8% |
| 6M | +19.0% | -5.6% | +24.5% | +22.4% |
| YTD | +25.5% | +4.7% | +20.9% | +17.7% |
| 1Y | +5.5% | +6.7% | -1.1% | -3.5% |
| 3Y | +111.3% | +45.8% | +65.6% | +47.4% |
| 5Y | +198.6% | +145.9% | +52.6% | +35.0% |
| 10Y | +1,179.9% | +418.6% | +761.3% | +244.5% |
| All | +6,893.4% | +1,991.8% | +4,901.6% | +640.4% |
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