-62.3%
W vs HUBB
+148.7%
-211.0%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.3% | +2.2% |
| 7D | +5.9% | +1.1% | +4.8% | +4.7% |
| 30D | -3.0% | -9.6% | +6.6% | +6.7% |
| 3M | +40.3% | -6.2% | +46.5% | +47.8% |
| 6M | +32.2% | -6.2% | +38.4% | +39.0% |
| YTD | -0.3% | +3.4% | -3.6% | -5.3% |
| 1Y | +16.2% | +5.3% | +10.8% | +8.3% |
| 3Y | +40.7% | +44.4% | -3.6% | -5.5% |
| 5Y | -62.3% | +152.4% | -214.7% | -87.6% |
| All | -62.3% | +148.7% | -211.0% | -87.6% |
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