+2,450.2%
HUBB vs DGX
+8,631.6%
-6,181.4%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.3% | -0.1% |
| 7D | -1.7% | -3.5% | +1.8% | -0.8% |
| 30D | -12.7% | -2.7% | -10.0% | -12.1% |
| 3M | -2.9% | +13.9% | -16.8% | -6.3% |
| 6M | -4.8% | +16.0% | -20.8% | -8.7% |
| YTD | +2.8% | +34.9% | -32.2% | -5.5% |
| 1Y | +3.5% | +30.6% | -27.0% | -4.1% |
| 3Y | +43.5% | +93.0% | -49.4% | +18.5% |
| 5Y | +154.2% | +64.4% | +89.8% | +117.5% |
| 10Y | +434.0% | +248.1% | +185.9% | +275.3% |
| All | +2,450.2% | +8,631.6% | -6,181.4% | +960.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 DGX 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