+179.9%
INTC vs HUBB
+44.4%
+135.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.1% | +3.8% | +3.2% |
| 7D | +18.0% | +1.1% | +16.9% | +17.1% |
| 30D | +8.9% | -9.6% | +18.6% | +16.9% |
| 3M | -1.6% | -6.2% | +4.6% | +4.0% |
| 6M | +133.1% | -6.2% | +139.2% | +144.6% |
| YTD | +187.9% | +3.4% | +184.6% | +184.9% |
| 1Y | +334.7% | +5.3% | +329.4% | +324.5% |
| All | +179.9% | +44.4% | +135.5% | +130.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling