+142.1%
WEC vs HUBB
+437.4%
-295.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.7% |
| 7D | -1.3% | -1.7% | +0.4% | -1.0% |
| 30D | -0.4% | -12.7% | +12.3% | +1.7% |
| 3M | -6.8% | -2.9% | -3.8% | -6.7% |
| 6M | -6.4% | -4.8% | -1.6% | -6.3% |
| YTD | +2.5% | +2.8% | -0.3% | +1.1% |
| 1Y | -0.4% | +3.5% | -3.9% | -2.2% |
| 3Y | +38.5% | +43.5% | -5.0% | +24.0% |
| 5Y | +31.7% | +154.2% | -122.5% | +0.9% |
| All | +142.1% | +437.4% | -295.3% | +56.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling