-9.5%
AZO vs HUBB
-4.0%
-5.5%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -2.5% | +6.4% | +3.7% |
| 7D | +5.3% | +0.2% | +5.1% | +5.3% |
| 30D | +18.4% | -8.8% | +27.3% | +17.7% |
| 3M | +9.8% | -12.5% | +22.3% | +8.9% |
| 6M | -4.5% | -14.5% | +10.0% | -5.2% |
| YTD | -1.9% | -0.4% | -1.5% | -4.1% |
| 1Y | -9.5% | -3.4% | -6.1% | -11.4% |
| All | -9.5% | -4.0% | -5.5% | -11.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling