+153,832.2%
HUBB vs MKC
+3,364.7%
+150,467.5%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +0.9% |
| 7D | +4.8% | -4.3% | +9.2% | +5.6% |
| 30D | -9.3% | -2.0% | -7.3% | -9.1% |
| 3M | -3.9% | +10.0% | -13.9% | -6.0% |
| 6M | -0.8% | -18.5% | +17.7% | +2.2% |
| YTD | +5.6% | -22.4% | +28.0% | +9.5% |
| 1Y | +7.7% | -23.6% | +31.4% | +11.8% |
| 3Y | +47.5% | -30.4% | +77.9% | +54.2% |
| 5Y | +153.7% | -34.2% | +187.9% | +166.2% |
| 10Y | +433.0% | +26.8% | +406.2% | +394.1% |
| All | +153,832.2% | +3,364.7% | +150,467.5% | +126,348.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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