+61.1%
XRT vs HUBB
+59.4%
+1.7%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -0.5% |
| 7D | -1.4% | +1.2% | -2.6% | -1.8% |
| 30D | +9.8% | -6.4% | +16.2% | +11.7% |
| 3M | +3.3% | -14.4% | +17.7% | +8.1% |
| 6M | +13.6% | -9.0% | +22.6% | +15.4% |
| YTD | +9.1% | +0.7% | +8.3% | +5.2% |
| 1Y | +15.1% | -0.3% | +15.3% | +11.3% |
| All | +61.1% | +59.4% | +1.7% | +20.9% |
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