+17,845.4%
WDC vs HUBB
+152,497.4%
-134,652.0%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.1% | +5.7% | +5.9% |
| 7D | +1.7% | +0.5% | +1.2% | +1.7% |
| 30D | -10.0% | -10.0% | +0.1% | -9.7% |
| 3M | -18.8% | -4.8% | -14.0% | -18.6% |
| 6M | +79.0% | -5.6% | +84.6% | +79.4% |
| YTD | +171.6% | +4.7% | +166.9% | +171.6% |
| 1Y | +417.4% | +6.7% | +410.7% | +417.5% |
| 3Y | +1,251.8% | +45.8% | +1,206.0% | +1,244.1% |
| 5Y | +911.7% | +145.9% | +765.8% | +895.7% |
| 10Y | +1,399.6% | +418.6% | +981.0% | +1,359.6% |
| All | +17,845.4% | +152,497.4% | -134,652.0% | +19,594.2% |
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