+285.3%
WMB vs HUBB
+154.5%
+130.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.9% | +1.4% | +2.1% |
| 7D | +0.8% | +4.8% | -4.0% | -0.3% |
| 30D | +7.7% | -9.3% | +17.0% | +10.0% |
| 3M | +6.7% | -3.9% | +10.6% | +7.2% |
| 6M | +3.6% | -0.8% | +4.5% | +2.6% |
| YTD | +28.0% | +5.6% | +22.4% | +24.5% |
| 1Y | +37.6% | +7.7% | +29.9% | +32.8% |
| 3Y | +149.0% | +47.5% | +101.6% | +117.6% |
| 5Y | +285.3% | +153.7% | +131.6% | +190.6% |
| All | +285.3% | +154.5% | +130.8% | +190.6% |
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