+154.2%
HUBB vs GRMN
+73.8%
+80.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -1.7% | -1.8% | +0.1% | -1.1% |
| 30D | -12.7% | -12.1% | -0.6% | -9.2% |
| 3M | -2.9% | +18.0% | -20.9% | -8.8% |
| 6M | -4.8% | +13.7% | -18.5% | -9.5% |
| YTD | +2.8% | +35.3% | -32.5% | -8.0% |
| 1Y | +3.5% | +17.2% | -13.7% | -3.5% |
| 3Y | +43.5% | +179.6% | -136.1% | -8.2% |
| 5Y | +154.2% | +75.6% | +78.6% | +75.7% |
| All | +154.2% | +73.8% | +80.4% | +75.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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