-4.4%
JHX vs HUBB
+46.2%
-50.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.8% | -0.8% | +0.1% |
| 7D | -6.3% | -0.1% | -6.2% | -6.3% |
| 30D | -7.7% | -10.0% | +2.2% | -2.8% |
| 3M | +19.2% | -1.6% | +20.8% | +19.3% |
| 6M | +38.3% | -3.1% | +41.4% | +39.3% |
| YTD | +37.2% | +4.6% | +32.6% | +33.5% |
| 1Y | +42.3% | +3.3% | +38.9% | +38.6% |
| 3Y | -4.4% | +46.6% | -51.0% | -27.7% |
| All | -4.4% | +46.2% | -50.6% | -27.7% |
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