-2.5%
BSX vs HUBB
+152.9%
-155.4%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.6% | -4.0% |
| 7D | -8.2% | -1.7% | -6.5% | -7.9% |
| 30D | -15.8% | -12.7% | -3.1% | -13.6% |
| 3M | -10.8% | -2.9% | -7.9% | -11.0% |
| 6M | -38.4% | -4.8% | -33.6% | -38.5% |
| YTD | -54.8% | +2.8% | -57.6% | -55.8% |
| 1Y | -59.0% | +3.5% | -62.6% | -60.2% |
| 3Y | -20.0% | +43.5% | -63.5% | -30.8% |
| All | -2.5% | +152.9% | -155.4% | -35.4% |
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 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