+8,026.5%
USB vs HUBB
+138,609.7%
-130,583.1%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.4% | +2.3% | -2.0% |
| 7D | -1.5% | -4.4% | +3.0% | -1.4% |
| 30D | +4.3% | -13.7% | +18.0% | +4.5% |
| 3M | -6.1% | -18.2% | +12.1% | -5.8% |
| 6M | +9.4% | -17.0% | +26.4% | +9.6% |
| YTD | +15.2% | -4.9% | +20.0% | +15.2% |
| 1Y | +32.8% | -9.4% | +42.2% | +32.9% |
| 3Y | +91.3% | +54.4% | +36.9% | +90.0% |
| 5Y | +22.7% | +119.8% | -97.2% | +21.3% |
| 10Y | +97.0% | +397.1% | -300.0% | +93.2% |
| All | +8,026.5% | +138,609.7% | -130,583.1% | +8,129.3% |
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