+950.6%
BSX vs HUBB
+85,552.5%
-84,601.9%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +0.9% | -6.8% | -5.9% |
| 7D | -6.4% | +4.8% | -11.3% | -6.5% |
| 30D | -8.8% | -9.3% | +0.5% | -8.6% |
| 3M | -7.6% | -3.9% | -3.8% | -7.6% |
| 6M | -37.0% | -0.8% | -36.1% | -37.0% |
| YTD | -52.8% | +5.6% | -58.4% | -52.9% |
| 1Y | -58.4% | +7.7% | -66.1% | -58.5% |
| 3Y | -16.5% | +47.5% | -64.0% | -17.2% |
| 5Y | -1.2% | +153.7% | -154.8% | -2.9% |
| 10Y | +83.7% | +433.0% | -349.3% | +78.6% |
| All | +950.6% | +85,552.5% | -84,601.9% | +652.9% |
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