+84.6%
MRK vs HUBB
-4.0%
+88.6%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -2.5% | +6.4% | +4.0% |
| 7D | +6.7% | +0.2% | +6.5% | +6.7% |
| 30D | +7.8% | -8.8% | +16.6% | +8.3% |
| 3M | +18.2% | -12.5% | +30.6% | +19.1% |
| 6M | +34.7% | -14.5% | +49.2% | +35.8% |
| YTD | +45.8% | -0.4% | +46.2% | +44.4% |
| 1Y | +84.6% | -3.4% | +88.0% | +83.8% |
| All | +84.6% | -4.0% | +88.6% | +83.8% |
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