+3,739.1%
MRK vs HUBB
+150,593.0%
-146,853.9%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | -0.6% |
| 7D | -2.7% | +1.1% | -3.8% | -2.7% |
| 30D | +12.7% | -9.6% | +22.3% | +12.8% |
| 3M | +24.2% | -6.2% | +30.4% | +24.3% |
| 6M | +27.8% | -6.2% | +34.0% | +27.9% |
| YTD | +42.2% | +3.4% | +38.9% | +42.1% |
| 1Y | +80.2% | +5.3% | +74.9% | +80.1% |
| 3Y | +48.4% | +44.4% | +4.0% | +47.9% |
| 5Y | +133.6% | +152.4% | -18.8% | +131.9% |
| 10Y | +236.2% | +437.0% | -200.8% | +232.2% |
| All | +3,739.1% | +150,593.0% | -146,853.9% | +3,989.4% |
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