+51.0%
HPQ vs HUBB
+157.3%
-106.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +1.8% | +6.6% | +7.7% |
| 7D | +9.8% | -0.1% | +9.8% | +9.8% |
| 30D | +22.4% | -10.0% | +32.3% | +27.0% |
| 3M | +45.2% | -1.6% | +46.8% | +44.1% |
| 6M | +96.4% | -3.1% | +99.5% | +93.9% |
| YTD | +65.4% | +4.6% | +60.8% | +56.3% |
| 1Y | +31.6% | +3.3% | +28.2% | +24.9% |
| 3Y | +37.0% | +46.6% | -9.5% | +6.1% |
| All | +51.0% | +157.3% | -106.4% | -21.2% |
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 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