+358.3%
DELL vs HUBB
+5.5%
+352.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.8% | +10.2% | +10.9% |
| 7D | +8.2% | -0.1% | +8.3% | +8.3% |
| 30D | +17.1% | -10.0% | +27.0% | +24.1% |
| 3M | +45.2% | -1.6% | +46.8% | +44.9% |
| 6M | +286.8% | -3.1% | +289.9% | +284.1% |
| YTD | +354.8% | +4.6% | +350.2% | +319.7% |
| 1Y | +358.3% | +3.3% | +354.9% | +350.4% |
| All | +358.3% | +5.5% | +352.7% | +350.4% |
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 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