+2,832.6%
GE vs HUBB
+144,965.7%
-142,133.1%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.2% | -2.2% | -3.5% |
| 7D | +5.1% | +4.6% | +0.5% | +5.1% |
| 30D | +7.6% | -8.4% | +15.9% | +7.7% |
| 3M | -9.3% | -14.3% | +5.0% | -9.1% |
| 6M | +11.5% | -9.3% | +20.9% | +11.7% |
| YTD | +7.9% | -0.5% | +8.4% | +7.9% |
| 1Y | +7.6% | -2.1% | +9.8% | +7.7% |
| 3Y | +265.9% | +57.2% | +208.6% | +263.6% |
| 5Y | +405.9% | +127.1% | +278.8% | +400.4% |
| 10Y | +149.6% | +385.7% | -236.1% | +145.0% |
| All | +2,832.6% | +144,965.7% | -142,133.1% | +2,994.5% |
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