+11,253.4%
WDC vs HUBB
+144,634.4%
-133,381.0%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.2% | -4.8% | -5.0% |
| 7D | +12.1% | +1.8% | +10.3% | +12.0% |
| 30D | -18.8% | -7.7% | -11.1% | -18.6% |
| 3M | -39.3% | -13.6% | -25.7% | -39.1% |
| 6M | -40.1% | -9.1% | -31.0% | -39.9% |
| YTD | +71.8% | -0.7% | +72.5% | +72.1% |
| 1Y | +88.5% | +1.1% | +87.4% | +88.8% |
| 3Y | +770.0% | +56.2% | +713.8% | +764.2% |
| 5Y | +549.0% | +126.6% | +422.4% | +540.1% |
| 10Y | +650.3% | +384.6% | +265.7% | +631.5% |
| All | +11,253.4% | +144,634.4% | -133,381.0% | +12,377.7% |
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