+152,391.5%
HUBB vs TROW
+13,984.0%
+138,407.5%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.2% | +2.9% | +2.2% |
| 7D | -0.1% | -3.2% | +3.1% | +1.0% |
| 30D | -10.0% | -4.6% | -5.4% | -8.5% |
| 3M | -1.6% | -0.7% | -0.9% | -1.7% |
| 6M | -3.1% | +22.2% | -25.3% | -9.9% |
| YTD | +4.6% | +6.6% | -2.0% | +1.7% |
| 1Y | +3.3% | +5.8% | -2.5% | +0.6% |
| 3Y | +46.6% | +11.6% | +35.0% | +39.8% |
| 5Y | +158.7% | -38.9% | +197.6% | +193.7% |
| 10Y | +443.5% | +128.5% | +314.9% | +303.2% |
| All | +152,391.5% | +13,984.0% | +138,407.5% | +34,764.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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