+54.1%
WEC vs HUBB
+126.3%
-72.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.9% |
| 7D | +2.3% | +1.8% | +0.6% | +2.2% |
| 30D | +11.1% | -7.7% | +18.8% | +11.7% |
| 3M | +8.4% | -13.6% | +22.0% | +9.6% |
| 6M | +7.5% | -9.1% | +16.6% | +8.0% |
| YTD | +15.3% | -0.7% | +16.1% | +14.5% |
| 1Y | +9.7% | +1.1% | +8.7% | +8.7% |
| 3Y | +64.7% | +56.2% | +8.5% | +47.6% |
| All | +54.1% | +126.3% | -72.2% | +23.2% |
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 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