+3,552.3%
ASX vs HUBB
+3,590.8%
-38.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.1% |
| 7D | -0.7% | +0.5% | -1.3% | -1.1% |
| 30D | +2.0% | -10.0% | +12.0% | +8.0% |
| 3M | -1.3% | -4.8% | +3.4% | +2.1% |
| 6M | +71.4% | -5.6% | +77.0% | +77.7% |
| YTD | +135.3% | +4.7% | +130.7% | +131.5% |
| 1Y | +267.5% | +6.7% | +260.8% | +257.5% |
| 3Y | +388.5% | +45.8% | +342.7% | +299.2% |
| 5Y | +417.1% | +145.9% | +271.2% | +216.5% |
| 10Y | +872.7% | +418.6% | +454.2% | +281.6% |
| All | +3,552.3% | +3,590.8% | -38.5% | +431.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling