+417.9%
GE vs HUBB
+148.7%
+269.3%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.1% | -0.7% | -1.9% |
| 7D | -1.2% | +1.1% | -2.3% | -1.7% |
| 30D | -11.3% | -9.6% | -1.6% | -7.3% |
| 3M | -1.4% | -6.2% | +4.8% | +0.8% |
| 6M | +1.2% | -6.2% | +7.4% | +2.8% |
| YTD | +5.9% | +3.4% | +2.6% | +2.9% |
| 1Y | +18.4% | +5.3% | +13.1% | +13.6% |
| 3Y | +271.0% | +44.4% | +226.6% | +200.1% |
| 5Y | +417.9% | +152.4% | +265.6% | +206.4% |
| All | +417.9% | +148.7% | +269.3% | +206.4% |
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