+42,174.7%
JBL vs HUBB
+63,547.0%
-21,372.4%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.5% |
| 7D | +4.4% | +4.8% | -0.4% | +4.3% |
| 30D | -8.4% | -9.3% | +0.9% | -8.2% |
| 3M | -14.2% | -3.9% | -10.3% | -14.1% |
| 6M | +29.6% | -0.8% | +30.4% | +29.7% |
| YTD | +37.1% | +5.6% | +31.5% | +37.0% |
| 1Y | +49.5% | +7.7% | +41.7% | +49.4% |
| 3Y | +192.7% | +47.5% | +145.2% | +190.8% |
| 5Y | +411.3% | +153.7% | +257.7% | +403.0% |
| 10Y | +1,447.6% | +433.0% | +1,014.6% | +1,406.4% |
| All | +42,174.7% | +63,547.0% | -21,372.4% | +44,139.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling