+67.7%
V vs HUBB
+148.7%
-80.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.8% | +0.1% |
| 7D | -2.9% | +1.1% | -4.0% | -3.2% |
| 30D | +1.9% | -9.6% | +11.5% | +4.2% |
| 3M | +13.2% | -6.2% | +19.4% | +14.1% |
| 6M | +16.7% | -6.2% | +22.9% | +17.1% |
| YTD | +5.4% | +3.4% | +2.0% | +2.6% |
| 1Y | +7.7% | +5.3% | +2.3% | +3.9% |
| 3Y | +52.0% | +44.4% | +7.6% | +29.1% |
| 5Y | +67.7% | +152.4% | -84.6% | +11.3% |
| All | +67.7% | +148.7% | -80.9% | +11.3% |
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 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