+12.3%
XRT vs HUBB
-2.3%
+14.6%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.6% | -1.7% |
| 7D | -0.4% | +4.6% | -5.0% | -0.9% |
| 30D | +7.5% | -8.4% | +15.9% | +8.6% |
| 3M | +2.3% | -14.3% | +16.7% | +4.3% |
| 6M | +12.8% | -9.3% | +22.2% | +13.2% |
| YTD | +7.1% | -0.5% | +7.6% | +1.6% |
| 1Y | +12.3% | -2.1% | +14.4% | +7.4% |
| All | +12.3% | -2.3% | +14.6% | +7.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling