+711.1%
AVGO vs HUBB
+148.7%
+562.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +1.0% | +0.3% |
| 7D | -0.8% | +1.1% | -1.9% | -1.6% |
| 30D | -13.7% | -9.6% | -4.1% | -7.9% |
| 3M | -6.9% | -6.2% | -0.8% | -3.7% |
| 6M | +5.8% | -6.2% | +11.9% | +8.2% |
| YTD | +5.7% | +3.4% | +2.3% | +0.3% |
| 1Y | +9.0% | +5.3% | +3.7% | +2.1% |
| 3Y | +340.5% | +44.4% | +296.2% | +238.9% |
| 5Y | +711.1% | +152.4% | +558.7% | +336.3% |
| All | +711.1% | +148.7% | +562.4% | +336.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling