+97,349.8%
ASML vs HUBB
+4,057.4%
+93,292.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.1% | +4.0% | +4.1% |
| 7D | +1.1% | +0.5% | +0.6% | +0.7% |
| 30D | +2.2% | -10.0% | +12.2% | +9.5% |
| 3M | -2.3% | -4.8% | +2.5% | +0.9% |
| 6M | +23.0% | -5.6% | +28.5% | +27.3% |
| YTD | +61.1% | +4.7% | +56.4% | +55.9% |
| 1Y | +129.1% | +6.7% | +122.4% | +117.7% |
| 3Y | +165.4% | +45.8% | +119.6% | +101.7% |
| 5Y | +109.5% | +145.9% | -36.5% | +10.7% |
| 10Y | +1,645.7% | +418.6% | +1,227.1% | +424.6% |
| All | +97,349.8% | +4,057.4% | +93,292.4% | +8,164.3% |
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