-42.6%
INTU vs HUBB
+148.7%
-191.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.1% | +0.5% | -1.0% |
| 7D | -8.5% | +1.1% | -9.5% | -8.8% |
| 30D | -6.1% | -9.6% | +3.5% | -3.5% |
| 3M | +7.3% | -6.2% | +13.5% | +7.9% |
| 6M | -33.2% | -6.2% | -27.1% | -33.7% |
| YTD | -52.2% | +3.4% | -55.5% | -55.0% |
| 1Y | -52.7% | +5.3% | -58.0% | -56.1% |
| 3Y | -41.6% | +44.4% | -86.0% | -56.1% |
| 5Y | -42.6% | +152.4% | -195.0% | -71.4% |
| All | -42.6% | +148.7% | -191.3% | -71.4% |
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 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