+61.9%
WM vs HUBB
+126.3%
-64.4%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | +3.2% | +1.8% | +1.5% | +3.1% |
| 30D | +13.0% | -7.7% | +20.7% | +13.7% |
| 3M | +9.2% | -13.6% | +22.8% | +10.5% |
| 6M | +13.6% | -9.1% | +22.8% | +14.1% |
| YTD | +12.4% | -0.7% | +13.1% | +11.0% |
| 1Y | +21.2% | +1.1% | +20.2% | +19.3% |
| 3Y | +48.7% | +56.2% | -7.5% | +29.1% |
| All | +61.9% | +126.3% | -64.4% | +21.5% |
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