+155.6%
HUBB vs TECH
-42.3%
+197.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.0% | -2.1% |
| 7D | +1.1% | -0.1% | +1.2% | +1.1% |
| 30D | -9.6% | +0.3% | -9.9% | -9.7% |
| 3M | -6.2% | +32.9% | -39.1% | -12.5% |
| 6M | -6.2% | +32.1% | -38.2% | -13.4% |
| YTD | +3.4% | +23.4% | -20.0% | -3.5% |
| 1Y | +5.3% | +34.1% | -28.7% | -4.5% |
| 3Y | +44.4% | +2.2% | +42.2% | +36.5% |
| All | +155.6% | -42.3% | +197.9% | +166.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling