+47.4%
JHX vs HUBB
-4.0%
+51.4%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -2.5% | +10.7% | +9.4% |
| 7D | +13.3% | +0.2% | +13.1% | +12.8% |
| 30D | +17.1% | -8.8% | +26.0% | +22.2% |
| 3M | +4.1% | -12.5% | +16.6% | +11.0% |
| 6M | +48.5% | -14.5% | +63.0% | +58.8% |
| YTD | +42.3% | -0.4% | +42.7% | +40.5% |
| 1Y | +47.4% | -3.4% | +50.8% | +46.4% |
| All | +47.4% | -4.0% | +51.4% | +46.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling