+992.0%
ASX vs HUBB
+427.3%
+564.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.1% | +5.6% | +4.8% |
| 7D | +11.1% | +1.1% | +10.0% | +10.4% |
| 30D | +9.6% | -9.6% | +19.2% | +16.1% |
| 3M | +18.6% | -6.2% | +24.8% | +23.9% |
| 6M | +92.1% | -6.2% | +98.3% | +100.2% |
| YTD | +158.5% | +3.4% | +155.1% | +156.1% |
| 1Y | +271.9% | +5.3% | +266.6% | +264.5% |
| 3Y | +465.2% | +44.4% | +420.9% | +365.8% |
| 5Y | +479.4% | +152.4% | +327.1% | +253.7% |
| 10Y | +992.0% | +437.0% | +554.9% | +378.1% |
| All | +992.0% | +427.3% | +564.7% | +378.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling