+150,593.0%
HUBB vs SONY
+514.2%
+150,078.8%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -2.0% |
| 7D | +1.1% | -4.9% | +6.0% | +2.3% |
| 30D | -9.6% | -1.6% | -8.0% | -9.3% |
| 3M | -6.2% | +10.0% | -16.2% | -8.9% |
| 6M | -6.2% | +8.4% | -14.6% | -8.8% |
| YTD | +3.4% | -8.4% | +11.8% | +4.6% |
| 1Y | +5.3% | -18.4% | +23.7% | +9.4% |
| 3Y | +44.4% | +41.0% | +3.4% | +29.1% |
| 5Y | +152.4% | +9.3% | +143.1% | +137.5% |
| 10Y | +437.0% | +281.7% | +155.4% | +270.5% |
| All | +150,593.0% | +514.2% | +150,078.8% | +88,997.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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