+4,021.5%
WEC vs HUBB
+153,832.2%
-149,810.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +1.1% |
| 7D | +0.8% | +4.8% | -4.0% | +0.8% |
| 30D | +0.3% | -9.3% | +9.6% | +0.4% |
| 3M | -2.9% | -3.9% | +1.0% | -2.9% |
| 6M | -5.9% | -0.8% | -5.1% | -5.9% |
| YTD | +4.1% | +5.6% | -1.4% | +4.1% |
| 1Y | +3.1% | +7.7% | -4.6% | +3.0% |
| 3Y | +40.8% | +47.5% | -6.7% | +40.2% |
| 5Y | +31.7% | +153.7% | -122.0% | +30.6% |
| 10Y | +141.1% | +433.0% | -291.9% | +137.8% |
| All | +4,021.5% | +153,832.2% | -149,810.7% | +3,771.8% |
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