+54.7%
XLE vs HUBB
+51.4%
+3.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | +2.2% | +0.5% | +1.7% | +2.1% |
| 30D | +11.8% | -10.0% | +21.8% | +13.4% |
| 3M | +9.8% | -4.8% | +14.6% | +10.0% |
| 6M | +15.6% | -5.6% | +21.1% | +15.3% |
| YTD | +45.3% | +4.7% | +40.6% | +41.2% |
| 1Y | +48.3% | +6.7% | +41.6% | +43.0% |
| All | +54.7% | +51.4% | +3.3% | +40.1% |
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