+21.8%
ENTG vs HUBB
+148.7%
-126.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.1% | +3.5% | +3.4% |
| 7D | +8.9% | +1.1% | +7.8% | +7.7% |
| 30D | -0.8% | -9.6% | +8.8% | +9.3% |
| 3M | +6.6% | -6.2% | +12.7% | +15.7% |
| 6M | +22.1% | -6.2% | +28.2% | +33.2% |
| YTD | +70.2% | +3.4% | +66.8% | +71.0% |
| 1Y | +76.7% | +5.3% | +71.4% | +74.8% |
| 3Y | +50.5% | +44.4% | +6.1% | +10.9% |
| 5Y | +21.8% | +152.4% | -130.6% | -49.6% |
| All | +21.8% | +148.7% | -126.9% | -49.6% |
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