+4,092.2%
WAB vs HUBB
+3,759.6%
+332.6%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | -3.2% | +0.5% | -3.7% | -3.5% |
| 30D | -4.4% | -10.0% | +5.6% | +1.3% |
| 3M | +7.9% | -4.8% | +12.6% | +10.1% |
| 6M | +8.7% | -5.6% | +14.3% | +10.9% |
| YTD | +33.0% | +4.7% | +28.3% | +27.4% |
| 1Y | +46.7% | +6.7% | +40.0% | +38.3% |
| 3Y | +153.0% | +45.8% | +107.2% | +92.8% |
| 5Y | +222.3% | +145.9% | +76.3% | +77.5% |
| 10Y | +291.0% | +418.6% | -127.6% | +40.2% |
| All | +4,092.2% | +3,759.6% | +332.6% | +455.5% |
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