+3.3%
HUBB vs TECH
+42.2%
-38.8%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -10.0% |
| 3M | -1.6% | +33.7% | -35.3% | -4.3% |
| 6M | -3.1% | +34.9% | -38.0% | -6.0% |
| YTD | +4.6% | +23.2% | -18.6% | +1.4% |
| 1Y | +3.3% | +36.3% | -33.0% | -2.3% |
| All | +3.3% | +42.2% | -38.8% | -2.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling