-34.1%
INTU vs HUBB
+57.0%
-91.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.7% | +0.5% |
| 7D | +0.1% | +1.8% | -1.7% | -0.1% |
| 30D | +10.1% | -7.7% | +17.8% | +10.8% |
| 3M | -4.2% | -13.6% | +9.4% | -3.0% |
| 6M | -7.2% | -9.1% | +1.9% | -7.4% |
| YTD | -47.7% | -0.7% | -47.0% | -50.0% |
| 1Y | -46.7% | +1.1% | -47.8% | -49.4% |
| 3Y | -34.1% | +56.2% | -90.2% | -47.3% |
| All | -34.1% | +57.0% | -91.1% | -47.3% |
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