+40.7%
MTZ vs HUBB
+8.1%
+32.6%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.9% | +2.9% | +3.1% |
| 7D | +3.6% | +4.8% | -1.3% | -0.5% |
| 30D | -9.6% | -9.3% | -0.3% | -2.1% |
| 3M | -31.9% | -3.9% | -28.1% | -29.4% |
| 6M | -13.8% | -0.8% | -13.0% | -15.0% |
| YTD | +13.3% | +5.6% | +7.7% | +5.0% |
| All | +40.7% | +8.1% | +32.6% | +28.5% |
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