+437.9%
HUBB vs BRKR
+155.3%
+282.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.0% | +1.8% |
| 7D | -0.1% | -8.7% | +8.6% | +2.5% |
| 30D | -10.0% | -9.9% | -0.1% | -7.4% |
| 3M | -1.6% | -3.1% | +1.5% | -3.0% |
| 6M | -3.1% | +45.5% | -48.6% | -17.5% |
| YTD | +4.6% | +13.7% | -9.1% | -4.3% |
| 1Y | +3.3% | +67.4% | -64.1% | -18.1% |
| 3Y | +46.6% | -13.2% | +59.8% | +37.8% |
| 5Y | +158.7% | -39.5% | +198.2% | +170.8% |
| All | +437.9% | +155.3% | +282.6% | +231.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 10y: compounded portfolio wealth divided by compounded BRKR 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…
10y analysis · Full analysis span regression · 6 months rolling