+4,404.4%
DELL vs HUBB
+446.9%
+3,957.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.8% | +10.2% | +10.9% |
| 7D | +8.2% | -0.1% | +8.3% | +8.4% |
| 30D | +17.1% | -10.0% | +27.0% | +25.2% |
| 3M | +45.2% | -1.6% | +46.8% | +46.2% |
| 6M | +286.8% | -3.1% | +289.9% | +290.6% |
| YTD | +354.8% | +4.6% | +350.2% | +335.9% |
| 1Y | +358.3% | +3.3% | +354.9% | +342.3% |
| 3Y | +724.9% | +46.6% | +678.3% | +547.7% |
| 5Y | +1,193.7% | +158.7% | +1,035.0% | +623.4% |
| All | +4,404.4% | +446.9% | +3,957.5% | +1,661.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling