+7,712.8%
URI vs HUBB
+1,904.9%
+5,807.9%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.8% | +4.1% | +4.7% |
| 7D | -4.0% | +1.8% | -5.8% | -5.2% |
| 30D | +6.8% | -6.9% | +13.7% | +12.3% |
| 3M | -2.8% | -13.8% | +11.0% | +8.4% |
| 6M | +20.9% | -9.8% | +30.7% | +29.1% |
| YTD | +40.2% | +0.3% | +39.9% | +35.1% |
| 1Y | +34.1% | -3.3% | +37.4% | +32.8% |
| 3Y | +164.1% | +61.0% | +103.1% | +69.4% |
| 5Y | +199.3% | +128.5% | +70.8% | +42.5% |
| 10Y | +1,218.8% | +398.9% | +819.9% | +262.5% |
| All | +7,712.8% | +1,904.9% | +5,807.9% | +749.8% |
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