+25.1%
HPQ vs HUBB
+44.4%
-19.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.1% | +7.0% | +5.5% |
| 7D | +2.2% | +1.1% | +1.1% | +1.8% |
| 30D | +9.7% | -9.6% | +19.4% | +12.7% |
| 3M | +32.7% | -6.2% | +38.9% | +33.8% |
| 6M | +77.7% | -6.2% | +83.9% | +77.3% |
| YTD | +51.0% | +3.4% | +47.6% | +43.7% |
| 1Y | +18.4% | +5.3% | +13.1% | +11.6% |
| All | +25.1% | +44.4% | -19.3% | +1.2% |
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