+41,709.6%
MCHP vs HUBB
+62,207.7%
-20,498.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | -0.5% |
| 7D | +0.3% | +1.1% | -0.7% | +0.3% |
| 30D | -9.8% | -9.6% | -0.1% | -9.5% |
| 3M | -19.7% | -6.2% | -13.5% | -19.6% |
| 6M | +13.6% | -6.2% | +19.7% | +13.8% |
| YTD | +16.5% | +3.4% | +13.2% | +16.5% |
| 1Y | +15.7% | +5.3% | +10.4% | +15.6% |
| 3Y | 0.0% | +44.4% | -44.4% | -0.7% |
| 5Y | +4.4% | +152.4% | -148.0% | +2.6% |
| 10Y | +201.4% | +437.0% | -235.7% | +192.8% |
| All | +41,709.6% | +62,207.7% | -20,498.1% | +41,034.7% |
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 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