+567.0%
WDC vs HUBB
+126.3%
+440.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.2% | -4.8% | -4.8% |
| 7D | +12.1% | +1.8% | +10.3% | +10.8% |
| 30D | -18.8% | -7.7% | -11.1% | -13.4% |
| 3M | -39.3% | -13.6% | -25.7% | -32.0% |
| 6M | -40.1% | -9.1% | -31.0% | -34.8% |
| YTD | +71.8% | -0.7% | +72.5% | +77.9% |
| 1Y | +88.5% | +1.1% | +87.4% | +93.4% |
| 3Y | +770.0% | +56.2% | +713.8% | +580.0% |
| All | +567.0% | +126.3% | +440.7% | +276.1% |
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