+159.4%
HUBB vs BRKR
-39.7%
+199.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.0% | +1.8% |
| 7D | -0.1% | -8.7% | +8.6% | +1.7% |
| 30D | -10.0% | -9.9% | -0.1% | -8.2% |
| 3M | -1.6% | -3.1% | +1.5% | -2.7% |
| 6M | -3.1% | +45.5% | -48.6% | -14.0% |
| YTD | +4.6% | +13.7% | -9.1% | -1.9% |
| 1Y | +3.3% | +67.4% | -64.1% | -13.3% |
| 3Y | +46.6% | -13.2% | +59.8% | +41.3% |
| All | +159.4% | -39.7% | +199.1% | +154.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling