+51.2%
JNJ vs HUBB
-4.0%
+55.2%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -2.5% | +6.3% | +3.5% |
| 7D | +1.9% | +0.2% | +1.7% | +2.0% |
| 30D | +9.2% | -8.8% | +18.1% | +8.4% |
| 3M | +8.9% | -12.5% | +21.4% | +7.7% |
| 6M | +24.6% | -14.5% | +39.1% | +23.2% |
| YTD | +35.7% | -0.4% | +36.1% | +34.5% |
| 1Y | +51.2% | -3.4% | +54.7% | +49.5% |
| All | +51.2% | -4.0% | +55.2% | +49.5% |
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