+782.9%
ENTG vs HUBB
+446.9%
+336.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.8% | +0.4% | +0.7% |
| 7D | +1.2% | -0.1% | +1.2% | +1.2% |
| 30D | -12.9% | -10.0% | -2.9% | -4.9% |
| 3M | -3.1% | -1.6% | -1.5% | +0.3% |
| 6M | +21.0% | -3.1% | +24.1% | +27.5% |
| YTD | +67.0% | +4.6% | +62.4% | +66.6% |
| 1Y | +68.6% | +3.3% | +65.3% | +70.0% |
| 3Y | +48.6% | +46.6% | +2.1% | +14.9% |
| 5Y | +18.6% | +158.7% | -140.1% | -39.1% |
| All | +782.9% | +446.9% | +336.1% | +164.7% |
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