-45.2%
INTU vs HUBB
-4.0%
-41.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.5% | +5.9% | +2.6% |
| 7D | +8.7% | +0.2% | +8.5% | +8.8% |
| 30D | +25.9% | -8.8% | +34.7% | +22.2% |
| 3M | +10.7% | -12.5% | +23.2% | +6.2% |
| 6M | -11.6% | -14.5% | +3.0% | -15.1% |
| YTD | -45.4% | -0.4% | -45.0% | -48.6% |
| 1Y | -45.2% | -3.4% | -41.8% | -47.9% |
| All | -45.2% | -4.0% | -41.2% | -47.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling