+43.3%
AMAT vs HUBB
-7.4%
+50.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.5% | +1.7% | +1.4% |
| 7D | -14.7% | +1.7% | -16.4% | -15.9% |
| 30D | -36.1% | -9.7% | -26.4% | -28.5% |
| 3M | -36.9% | -15.2% | -21.7% | -24.6% |
| 6M | -22.2% | -14.0% | -8.2% | -7.0% |
| YTD | +29.9% | -2.4% | +32.4% | +36.1% |
| 1Y | +43.3% | -5.8% | +49.1% | +54.8% |
| All | +43.3% | -7.4% | +50.7% | +54.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling