-68.9%
XYZ vs HUBB
+147.2%
-216.1%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.9% | -0.8% |
| 7D | -1.0% | +0.5% | -1.5% | -1.3% |
| 30D | -1.7% | -10.0% | +8.3% | +5.6% |
| 3M | +16.7% | -4.8% | +21.5% | +18.6% |
| 6M | +26.9% | -5.6% | +32.4% | +27.4% |
| YTD | +27.1% | +4.7% | +22.5% | +16.2% |
| 1Y | +9.3% | +6.7% | +2.6% | -2.4% |
| 3Y | +42.3% | +45.8% | -3.5% | -8.0% |
| All | -68.9% | +147.2% | -216.1% | -90.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling