+102.3%
INTC vs HUBB
+148.7%
-46.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.6% | -5.0% | -5.2% |
| 7D | +9.4% | -1.7% | +11.1% | +10.6% |
| 30D | +2.7% | -12.7% | +15.3% | +11.5% |
| 3M | -6.3% | -2.9% | -3.3% | -3.5% |
| 6M | +114.5% | -4.8% | +119.2% | +122.5% |
| YTD | +171.9% | +2.8% | +169.1% | +171.1% |
| 1Y | +305.0% | +3.5% | +301.5% | +301.8% |
| 3Y | +168.3% | +43.5% | +124.8% | +124.5% |
| 5Y | +102.3% | +154.2% | -51.9% | +21.5% |
| All | +102.3% | +148.7% | -46.4% | +21.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling