+144,634.4%
HUBB vs TECH
+101,682.3%
+42,952.1%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | +1.8% | +0.1% | +1.6% | +1.7% |
| 30D | -7.7% | +0.5% | -8.2% | -7.8% |
| 3M | -13.6% | +1.1% | -14.7% | -13.7% |
| 6M | -9.1% | +62.8% | -72.0% | -16.8% |
| YTD | -0.7% | +24.5% | -25.2% | -5.8% |
| 1Y | +1.1% | +20.6% | -19.6% | -3.6% |
| 3Y | +56.2% | +29.5% | +26.7% | +44.4% |
| 5Y | +126.6% | -40.9% | +167.5% | +135.8% |
| 10Y | +384.6% | +189.5% | +195.1% | +286.2% |
| All | +144,634.4% | +101,682.3% | +42,952.1% | +64,057.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling