+5,143.0%
BDX vs HUBB
+153,832.2%
-148,689.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.9% | -3.9% | -3.1% |
| 7D | -4.3% | +4.8% | -9.1% | -4.3% |
| 30D | +1.3% | -9.3% | +10.6% | +1.3% |
| 3M | +20.2% | -3.9% | +24.1% | +20.3% |
| 6M | +8.6% | -0.8% | +9.5% | +8.6% |
| YTD | +19.0% | +5.6% | +13.4% | +18.9% |
| 1Y | +21.2% | +7.7% | +13.4% | +21.1% |
| 3Y | -9.7% | +47.5% | -57.2% | -10.0% |
| 5Y | -3.4% | +153.7% | -157.1% | -4.1% |
| 10Y | +53.9% | +433.0% | -379.2% | +52.1% |
| All | +5,143.0% | +153,832.2% | -148,689.3% | +4,730.6% |
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