+45.5%
AMZN vs HUBB
+150.1%
-104.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.1% | +0.3% | -0.9% |
| 7D | -1.0% | +1.1% | -2.1% | -1.5% |
| 30D | -9.2% | -9.6% | +0.4% | -5.5% |
| 3M | +3.4% | -6.2% | +9.5% | +4.6% |
| 6M | +18.2% | -6.2% | +24.4% | +18.8% |
| YTD | +9.3% | +3.4% | +6.0% | +4.1% |
| 1Y | +5.9% | +5.3% | +0.6% | -0.5% |
| 3Y | +82.6% | +44.4% | +38.2% | +40.6% |
| All | +45.5% | +150.1% | -104.6% | -24.6% |
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 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