+78.9%
INFY vs HUBB
+446.9%
-368.0%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.8% | -0.3% | +0.9% |
| 7D | -5.4% | -0.1% | -5.3% | -5.4% |
| 30D | -9.9% | -10.0% | +0.1% | -7.1% |
| 3M | -4.6% | -1.6% | -3.0% | -5.2% |
| 6M | -18.5% | -3.1% | -15.4% | -19.4% |
| YTD | -36.5% | +4.6% | -41.1% | -39.1% |
| 1Y | -32.8% | +3.3% | -36.1% | -35.5% |
| 3Y | -32.2% | +46.6% | -78.8% | -44.6% |
| 5Y | -44.7% | +158.7% | -203.4% | -64.8% |
| All | +78.9% | +446.9% | -368.0% | -7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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