-40.7%
INTU vs HUBB
+48.8%
-89.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.9% | -5.0% | -4.2% |
| 7D | -7.5% | +4.8% | -12.4% | -8.1% |
| 30D | -1.9% | -9.3% | +7.4% | -0.8% |
| 3M | +4.9% | -3.9% | +8.7% | +4.5% |
| 6M | -33.2% | -0.8% | -32.4% | -34.6% |
| YTD | -51.4% | +5.6% | -57.0% | -53.8% |
| 1Y | -52.0% | +7.7% | -59.7% | -54.8% |
| 3Y | -40.7% | +47.5% | -88.1% | -51.0% |
| All | -40.7% | +48.8% | -89.5% | -51.0% |
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