+2,841.0%
GE vs HUBB
+144,634.5%
-141,793.5%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | +2.7% | +1.8% | +0.9% | +2.6% |
| 30D | +8.1% | -7.7% | +15.8% | +8.2% |
| 3M | -7.9% | -13.6% | +5.7% | -7.7% |
| 6M | +12.9% | -9.1% | +22.0% | +13.0% |
| YTD | +8.2% | -0.7% | +8.9% | +8.2% |
| 1Y | +9.7% | +1.1% | +8.6% | +9.6% |
| 3Y | +266.1% | +56.2% | +209.9% | +263.9% |
| 5Y | +407.4% | +126.6% | +280.8% | +401.8% |
| 10Y | +150.3% | +384.6% | -234.3% | +145.8% |
| All | +2,841.0% | +144,634.5% | -141,793.5% | +3,003.5% |
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