+887.2%
ASX vs HUBB
+389.2%
+498.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.9% | +4.1% | +3.8% |
| 7D | -9.1% | -2.6% | -6.6% | -7.1% |
| 30D | -23.6% | -7.7% | -15.9% | -19.3% |
| 3M | -5.6% | -13.0% | +7.4% | +3.3% |
| 6M | +4.7% | -10.6% | +15.3% | +13.7% |
| YTD | +122.6% | -0.6% | +123.1% | +127.7% |
| 1Y | +133.0% | -4.1% | +137.2% | +143.0% |
| 3Y | +367.1% | +57.2% | +310.0% | +274.1% |
| 5Y | +504.7% | +127.2% | +377.6% | +292.5% |
| 10Y | +887.2% | +386.2% | +501.1% | +387.2% |
| All | +887.2% | +389.2% | +498.0% | +387.2% |
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