+145.4%
ASX vs HUBB
-1.9%
+147.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.8% | -1.8% |
| 7D | +12.4% | +1.8% | +10.6% | +10.7% |
| 30D | -19.8% | -7.7% | -12.1% | -12.7% |
| 3M | -10.3% | -13.6% | +3.2% | +3.7% |
| 6M | +1.2% | -9.1% | +10.4% | +13.7% |
| YTD | +123.0% | -0.7% | +123.8% | +132.6% |
| 1Y | +145.4% | +1.1% | +144.4% | +152.9% |
| All | +145.4% | -1.9% | +147.3% | +152.9% |
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