+437.9%
HUBB vs TECH
+189.9%
+248.0%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.7% | +1.8% |
| 7D | -0.1% | -0.4% | +0.4% | 0.0% |
| 30D | -10.0% | 0.0% | -9.9% | -9.9% |
| 3M | -1.6% | +33.7% | -35.3% | -9.7% |
| 6M | -3.1% | +34.9% | -38.0% | -12.8% |
| YTD | +4.6% | +23.2% | -18.6% | -3.9% |
| 1Y | +3.3% | +36.3% | -33.0% | -8.5% |
| 3Y | +46.6% | +2.3% | +44.3% | +36.5% |
| 5Y | +158.7% | -42.9% | +201.6% | +184.8% |
| All | +437.9% | +189.9% | +248.0% | +191.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling