+264.6%
AMD vs HUBB
+126.3%
+138.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -0.2% | -8.5% | -8.6% |
| 7D | +18.9% | +1.8% | +17.2% | +17.4% |
| 30D | -6.4% | -7.7% | +1.2% | +0.7% |
| 3M | +10.6% | -13.6% | +24.1% | +25.9% |
| 6M | +19.9% | -9.1% | +29.0% | +31.4% |
| YTD | +149.4% | -0.7% | +150.1% | +151.4% |
| 1Y | +115.4% | +1.1% | +114.3% | +113.7% |
| 3Y | +357.3% | +56.2% | +301.1% | +210.3% |
| All | +264.6% | +126.3% | +138.3% | +55.1% |
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