+1,782.5%
KMB vs HUBB
+152,497.5%
-150,715.0%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.7% | -1.6% |
| 7D | -3.0% | +0.5% | -3.6% | -3.0% |
| 30D | -5.5% | -10.0% | +4.5% | -5.4% |
| 3M | +14.0% | -4.8% | +18.7% | +14.0% |
| 6M | +4.1% | -5.6% | +9.6% | +4.1% |
| YTD | +8.0% | +4.7% | +3.4% | +8.0% |
| 1Y | -13.7% | +6.7% | -20.4% | -13.8% |
| 3Y | -5.9% | +45.8% | -51.7% | -6.2% |
| 5Y | -8.6% | +145.9% | -154.5% | -9.2% |
| 10Y | +17.3% | +418.6% | -401.3% | +16.0% |
| All | +1,782.5% | +152,497.5% | -150,715.0% | +1,792.5% |
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 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