+44.0%
BAX vs HUBB
-9.9%
+53.9%
-19.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.2% | -1.0% | -2.2% |
| 7D | +0.4% | +4.6% | -4.2% | +0.2% |
| 30D | +3.4% | -8.4% | +11.8% | +2.7% |
| 3M | -4.5% | -14.3% | +9.9% | -5.4% |
| 6M | +44.0% | -9.3% | +53.3% | +41.7% |
| All | +44.0% | -9.9% | +53.9% | +41.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling