+113.2%
WDC vs HUBB
-4.0%
+117.2%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -2.5% | -4.3% | -4.0% |
| 7D | -18.3% | +0.2% | -18.5% | -18.5% |
| 30D | -26.7% | -8.8% | -17.9% | -18.9% |
| 3M | -40.9% | -12.5% | -28.5% | -31.8% |
| 6M | -26.8% | -14.5% | -12.2% | -11.9% |
| YTD | +88.2% | -0.4% | +88.6% | +75.8% |
| 1Y | +113.2% | -3.4% | +116.6% | +105.9% |
| All | +113.2% | -4.0% | +117.2% | +105.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling