+1,055.3%
DELL vs HUBB
+148.7%
+906.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.6% | -4.8% | -5.0% |
| 7D | -1.9% | -1.7% | -0.2% | -0.8% |
| 30D | +14.9% | -12.7% | +27.6% | +25.8% |
| 3M | +37.2% | -2.9% | +40.2% | +39.1% |
| 6M | +254.0% | -4.8% | +258.8% | +260.4% |
| YTD | +306.1% | +2.8% | +303.4% | +289.9% |
| 1Y | +312.3% | +3.5% | +308.7% | +293.3% |
| 3Y | +654.0% | +43.5% | +610.5% | +486.6% |
| 5Y | +1,055.3% | +154.2% | +901.1% | +535.8% |
| All | +1,055.3% | +148.7% | +906.6% | +535.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling