+210.4%
WPM vs HUBB
+57.0%
+153.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | 0.0% | -0.2% |
| 7D | -3.6% | +1.8% | -5.3% | -3.9% |
| 30D | +1.4% | -7.7% | +9.1% | +3.3% |
| 3M | -0.2% | -13.6% | +13.4% | +3.2% |
| 6M | -7.3% | -9.1% | +1.8% | -5.4% |
| YTD | +12.3% | -0.7% | +13.1% | +13.0% |
| 1Y | +24.9% | +1.1% | +23.8% | +25.2% |
| 3Y | +210.4% | +56.2% | +154.2% | +194.2% |
| All | +210.4% | +57.0% | +153.3% | +194.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling