+121,410.5%
AAPL vs HUBB
+153,832.3%
-32,421.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.0% | -1.2% |
| 7D | -2.7% | +4.8% | -7.6% | -2.8% |
| 30D | +1.0% | -9.3% | +10.3% | +1.2% |
| 3M | +5.0% | -3.9% | +8.8% | +5.0% |
| 6M | +23.0% | -0.8% | +23.9% | +23.0% |
| YTD | +16.6% | +5.6% | +11.1% | +16.5% |
| 1Y | +33.4% | +7.7% | +25.7% | +33.2% |
| 3Y | +79.9% | +47.5% | +32.4% | +78.6% |
| 5Y | +109.0% | +153.7% | -44.7% | +105.9% |
| 10Y | +1,210.4% | +433.0% | +777.4% | +1,178.6% |
| All | +121,410.5% | +153,832.3% | -32,421.8% | +122,908.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling