+143.3%
DELL vs HUBB
-4.0%
+147.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -2.5% | -6.4% | -7.3% |
| 7D | -24.6% | +0.2% | -24.8% | -24.5% |
| 30D | -32.5% | -8.8% | -23.7% | -28.4% |
| 3M | -20.2% | -12.5% | -7.7% | -13.9% |
| 6M | +76.5% | -14.5% | +91.0% | +90.6% |
| YTD | +198.9% | -0.4% | +199.4% | +178.8% |
| 1Y | +143.3% | -3.4% | +146.8% | +134.6% |
| All | +143.3% | -4.0% | +147.3% | +134.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling