+406.2%
ASX vs HUBB
+51.4%
+354.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.1% |
| 7D | -0.7% | +0.5% | -1.3% | -1.2% |
| 30D | +2.0% | -10.0% | +12.0% | +10.1% |
| 3M | -1.3% | -4.8% | +3.4% | +3.3% |
| 6M | +71.4% | -5.6% | +77.0% | +79.1% |
| YTD | +135.3% | +4.7% | +130.7% | +130.1% |
| 1Y | +267.5% | +6.7% | +260.8% | +254.3% |
| All | +406.2% | +51.4% | +354.8% | +300.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling