+4,770.1%
DELL vs HUBB
+436.1%
+4,334.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.0% | +1.3% |
| 7D | +25.6% | +4.8% | +20.8% | +22.2% |
| 30D | +17.7% | -9.3% | +27.0% | +24.9% |
| 3M | +33.4% | -3.9% | +37.3% | +36.2% |
| 6M | +266.2% | -0.8% | +267.0% | +264.1% |
| YTD | +328.0% | +5.6% | +322.4% | +307.6% |
| 1Y | +339.6% | +7.7% | +331.8% | +313.2% |
| 3Y | +694.6% | +47.5% | +647.1% | +521.5% |
| 5Y | +1,122.0% | +153.7% | +968.3% | +591.4% |
| 10Y | +4,062.5% | +433.0% | +3,629.4% | +1,558.1% |
| All | +4,770.1% | +436.1% | +4,334.0% | +1,837.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling