+2,883.5%
GE vs HUBB
+152,497.5%
-149,614.0%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.1% |
| 7D | -1.6% | +0.5% | -2.1% | -1.6% |
| 30D | -11.6% | -10.0% | -1.6% | -11.4% |
| 3M | +3.0% | -4.8% | +7.8% | +3.1% |
| 6M | -0.5% | -5.6% | +5.0% | -0.5% |
| YTD | +9.7% | +4.7% | +5.1% | +9.7% |
| 1Y | +20.0% | +6.7% | +13.4% | +19.9% |
| 3Y | +275.8% | +45.8% | +230.1% | +273.8% |
| 5Y | +429.1% | +145.9% | +283.1% | +422.7% |
| 10Y | +151.2% | +418.6% | -267.4% | +146.4% |
| All | +2,883.5% | +152,497.5% | -149,614.0% | +3,046.1% |
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