+12,071.9%
WAT vs HUBB
+3,155.7%
+8,916.2%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | +0.6% | +1.8% | -1.2% | -0.1% |
| 30D | +5.4% | -7.7% | +13.1% | +8.4% |
| 3M | +11.3% | -13.6% | +24.9% | +17.1% |
| 6M | +37.4% | -9.1% | +46.5% | +40.9% |
| YTD | +21.2% | -0.7% | +21.9% | +18.6% |
| 1Y | +21.3% | +1.1% | +20.3% | +17.9% |
| 3Y | +83.4% | +56.2% | +27.2% | +46.2% |
| 5Y | +29.0% | +126.6% | -97.6% | -13.0% |
| 10Y | +223.9% | +384.6% | -160.7% | +57.2% |
| All | +12,071.9% | +3,155.7% | +8,916.2% | +2,913.3% |
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