+8,658.7%
WFC vs HUBB
+152,391.5%
-143,732.8%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.8% | +0.9% |
| 7D | +0.4% | -0.1% | +0.4% | +0.4% |
| 30D | +1.5% | -10.0% | +11.5% | +1.7% |
| 3M | +10.2% | -1.6% | +11.8% | +10.2% |
| 6M | +18.8% | -3.1% | +21.9% | +18.8% |
| YTD | -1.5% | +4.6% | -6.1% | -1.6% |
| 1Y | +13.5% | +3.3% | +10.2% | +13.4% |
| 3Y | +135.0% | +46.6% | +88.4% | +133.5% |
| 5Y | +130.1% | +158.7% | -28.6% | +127.0% |
| 10Y | +144.1% | +443.5% | -299.4% | +139.1% |
| All | +8,658.7% | +152,391.5% | -143,732.8% | +8,564.4% |
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