+1,920.9%
XEL vs HUBB
+153,832.2%
-151,911.3%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.7% | +1.5% |
| 7D | +1.3% | +4.8% | -3.5% | +1.3% |
| 30D | -1.5% | -9.3% | +7.8% | -1.5% |
| 3M | -0.2% | -3.9% | +3.7% | -0.2% |
| 6M | -5.4% | -0.8% | -4.6% | -5.5% |
| YTD | +5.6% | +5.6% | +0.1% | +5.6% |
| 1Y | +10.5% | +7.7% | +2.7% | +10.4% |
| 3Y | +49.2% | +47.5% | +1.7% | +48.7% |
| 5Y | +30.1% | +153.7% | -123.6% | +29.3% |
| 10Y | +146.7% | +433.0% | -286.3% | +144.2% |
| All | +1,920.9% | +153,832.2% | -151,911.3% | +1,788.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling