+325.3%
ASX vs HUBB
+58.1%
+267.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.5% | +3.9% | +4.4% |
| 7D | -19.9% | +1.7% | -21.6% | -20.3% |
| 30D | -30.9% | -9.7% | -21.2% | -24.6% |
| 3M | -15.1% | -15.2% | +0.1% | -2.9% |
| 6M | -6.5% | -14.0% | +7.5% | +6.7% |
| YTD | +98.4% | -2.4% | +100.9% | +106.5% |
| 1Y | +107.9% | -5.8% | +113.7% | +121.3% |
| 3Y | +325.3% | +60.4% | +264.9% | +231.8% |
| All | +325.3% | +58.1% | +267.2% | +231.8% |
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