+46.6%
ASML vs HUBB
-3.9%
+50.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.8% | +3.4% | +4.0% |
| 7D | -0.8% | +1.8% | -2.6% | -1.9% |
| 30D | -14.9% | -6.9% | -8.0% | -10.1% |
| 3M | -13.0% | -13.8% | +0.9% | -2.6% |
| 6M | -4.7% | -9.8% | +5.1% | +3.4% |
| YTD | +42.3% | +0.3% | +42.0% | +38.5% |
| All | +46.6% | -3.9% | +50.5% | +44.9% |
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 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