+1,278.0%
AAPL vs HUBB
+446.9%
+831.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | 0.0% | +1.1% |
| 7D | +3.8% | -0.1% | +3.9% | +3.9% |
| 30D | +9.9% | -10.0% | +19.9% | +14.3% |
| 3M | +12.5% | -1.6% | +14.1% | +11.9% |
| 6M | +27.6% | -3.1% | +30.7% | +26.7% |
| YTD | +22.6% | +4.6% | +18.0% | +17.3% |
| 1Y | +45.0% | +3.3% | +41.6% | +38.6% |
| 3Y | +87.8% | +46.6% | +41.2% | +47.2% |
| 5Y | +128.7% | +158.7% | -30.0% | +32.5% |
| All | +1,278.0% | +446.9% | +831.1% | +472.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling