+2,909.2%
HPQ vs HUBB
+150,593.0%
-147,683.8%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.1% | +7.0% | +5.0% |
| 7D | +2.2% | +1.1% | +1.1% | +2.2% |
| 30D | +9.7% | -9.6% | +19.4% | +9.9% |
| 3M | +32.7% | -6.2% | +38.9% | +32.8% |
| 6M | +77.7% | -6.2% | +83.9% | +77.8% |
| YTD | +51.0% | +3.4% | +47.6% | +50.8% |
| 1Y | +18.4% | +5.3% | +13.1% | +18.2% |
| 3Y | +25.6% | +44.4% | -18.8% | +24.8% |
| 5Y | +38.6% | +152.4% | -113.7% | +36.8% |
| 10Y | +226.1% | +437.0% | -210.9% | +219.3% |
| All | +2,909.2% | +150,593.0% | -147,683.8% | +2,717.1% |
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