+166.0%
JCI vs HUBB
+44.4%
+121.6%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.1% | +0.1% |
| 7D | +4.1% | +1.1% | +3.0% | +3.5% |
| 30D | -3.8% | -9.6% | +5.8% | +1.4% |
| 3M | -1.6% | -6.2% | +4.5% | +1.4% |
| 6M | +9.5% | -6.2% | +15.7% | +12.4% |
| YTD | +21.7% | +3.4% | +18.4% | +18.4% |
| 1Y | +37.1% | +5.3% | +31.8% | +31.7% |
| All | +166.0% | +44.4% | +121.6% | +117.0% |
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