+724.9%
DELL vs HUBB
+46.2%
+678.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.8% | +10.2% | +10.7% |
| 7D | +8.2% | -0.1% | +8.3% | +8.4% |
| 30D | +17.1% | -10.0% | +27.0% | +26.5% |
| 3M | +45.2% | -1.6% | +46.8% | +45.7% |
| 6M | +286.8% | -3.1% | +289.9% | +288.1% |
| YTD | +354.8% | +4.6% | +350.2% | +326.4% |
| 1Y | +358.3% | +3.3% | +354.9% | +332.7% |
| 3Y | +724.9% | +46.6% | +678.3% | +529.9% |
| All | +724.9% | +46.2% | +678.7% | +529.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling