+182.3%
AXON vs HUBB
+147.2%
+35.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.1% | -4.3% | -4.2% |
| 7D | -14.2% | +0.5% | -14.7% | -14.3% |
| 30D | -15.4% | -10.0% | -5.4% | -11.8% |
| 3M | +0.5% | -4.8% | +5.2% | +1.3% |
| 6M | -9.5% | -5.6% | -4.0% | -9.5% |
| YTD | -9.2% | +4.7% | -13.9% | -13.7% |
| 1Y | -29.4% | +6.7% | -36.1% | -33.6% |
| 3Y | +139.4% | +45.8% | +93.7% | +88.5% |
| All | +182.3% | +147.2% | +35.1% | +50.5% |
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