+85.2%
AZO vs HUBB
+157.3%
-72.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -1.9% | -0.4% |
| 7D | -3.6% | -0.1% | -3.5% | -3.6% |
| 30D | -5.6% | -10.0% | +4.4% | -4.3% |
| 3M | -6.6% | -1.6% | -5.1% | -7.0% |
| 6M | -22.5% | -3.1% | -19.4% | -23.0% |
| YTD | -15.2% | +4.6% | -19.8% | -16.9% |
| 1Y | -33.9% | +3.3% | -37.3% | -35.3% |
| 3Y | +11.8% | +46.6% | -34.8% | -1.7% |
| All | +85.2% | +157.3% | -72.1% | +32.8% |
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