+77.2%
AXON vs HUBB
+123.0%
-45.8%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | +2.5% | -20.7% | -19.1% |
| 7D | -26.8% | +1.7% | -28.5% | -27.4% |
| 30D | -22.9% | -9.7% | -13.2% | -20.1% |
| 3M | -40.1% | -15.2% | -24.9% | -36.4% |
| 6M | -18.9% | -14.0% | -4.9% | -15.5% |
| YTD | -44.9% | -2.4% | -42.4% | -46.5% |
| 1Y | -46.7% | -5.8% | -40.9% | -47.4% |
| 3Y | +44.3% | +60.4% | -16.1% | +6.9% |
| All | +77.2% | +123.0% | -45.8% | -3.5% |
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