+4,581.7%
AZN vs HUBB
+62,207.6%
-57,626.0%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.1% | +0.2% | -1.9% |
| 7D | -2.9% | +1.1% | -4.0% | -2.9% |
| 30D | -3.1% | -9.6% | +6.5% | -3.0% |
| 3M | -14.4% | -6.2% | -8.3% | -14.4% |
| 6M | -19.5% | -6.2% | -13.3% | -19.5% |
| YTD | -13.8% | +3.4% | -17.1% | -13.8% |
| 1Y | -2.4% | +5.3% | -7.7% | -2.5% |
| 3Y | +21.3% | +44.4% | -23.1% | +20.7% |
| 5Y | +53.6% | +152.4% | -98.7% | +52.2% |
| 10Y | +220.1% | +437.0% | -216.9% | +215.0% |
| All | +4,581.7% | +62,207.6% | -57,626.0% | +3,995.4% |
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