+273.3%
GE vs HUBB
+47.5%
+225.8%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.5% | -1.0% |
| 7D | +1.2% | +4.8% | -3.7% | -0.9% |
| 30D | -9.5% | -9.3% | -0.2% | -5.6% |
| 3M | +4.1% | -3.9% | +8.0% | +5.2% |
| 6M | +3.9% | -0.8% | +4.8% | +2.7% |
| YTD | +9.0% | +5.6% | +3.4% | +4.7% |
| 1Y | +21.9% | +7.7% | +14.2% | +15.5% |
| All | +273.3% | +47.5% | +225.8% | +202.2% |
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