+124.8%
AAPL vs HUBB
+148.7%
-24.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.6% | +4.1% | +3.7% |
| 7D | -0.5% | -1.7% | +1.2% | 0.0% |
| 30D | +7.1% | -12.7% | +19.8% | +11.4% |
| 3M | +12.1% | -2.9% | +15.0% | +11.9% |
| 6M | +25.4% | -4.8% | +30.2% | +25.2% |
| YTD | +20.5% | +2.8% | +17.7% | +16.6% |
| 1Y | +44.5% | +3.5% | +41.0% | +38.8% |
| 3Y | +85.8% | +43.5% | +42.2% | +50.1% |
| 5Y | +124.8% | +154.2% | -29.4% | +30.9% |
| All | +124.8% | +148.7% | -24.0% | +30.9% |
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 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