+252.1%
INTC vs HUBB
+446.9%
-194.8%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.8% | +0.8% | +1.6% |
| 7D | +7.5% | -0.1% | +7.5% | +7.5% |
| 30D | +2.0% | -10.0% | +11.9% | +8.2% |
| 3M | -12.0% | -1.6% | -10.4% | -10.3% |
| 6M | +114.5% | -3.1% | +117.6% | +120.0% |
| YTD | +179.0% | +4.6% | +174.4% | +175.2% |
| 1Y | +318.3% | +3.3% | +314.9% | +314.8% |
| 3Y | +171.2% | +46.6% | +124.6% | +122.3% |
| 5Y | +107.6% | +158.7% | -51.1% | +24.0% |
| All | +252.1% | +446.9% | -194.8% | +44.7% |
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