+20.8%
WM vs HUBB
-4.0%
+24.8%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.5% | +4.1% | +1.3% |
| 7D | +5.9% | +0.2% | +5.7% | +6.0% |
| 30D | +15.4% | -8.8% | +24.2% | +14.2% |
| 3M | +6.3% | -12.5% | +18.8% | +4.9% |
| 6M | +5.6% | -14.5% | +20.1% | +4.3% |
| YTD | +9.9% | -0.4% | +10.4% | +10.0% |
| 1Y | +20.8% | -3.4% | +24.3% | +20.9% |
| All | +20.8% | -4.0% | +24.8% | +20.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling