+258.0%
WPM vs HUBB
+43.6%
+214.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.6% | -3.1% | -3.6% |
| 7D | -3.6% | -1.7% | -1.9% | -3.2% |
| 30D | +12.5% | -12.7% | +25.1% | +16.0% |
| 3M | +40.6% | -2.9% | +43.6% | +41.4% |
| 6M | +0.5% | -4.8% | +5.3% | +1.5% |
| YTD | +29.0% | +2.8% | +26.3% | +28.9% |
| 1Y | +43.8% | +3.5% | +40.3% | +43.4% |
| All | +258.0% | +43.6% | +214.4% | +229.1% |
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