+1,341.2%
MU vs HUBB
+48.8%
+1,292.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.5% | -2.5% |
| 7D | +7.2% | +4.8% | +2.3% | +2.3% |
| 30D | +14.0% | -9.3% | +23.3% | +25.0% |
| 3M | +5.4% | -3.9% | +9.3% | +12.1% |
| 6M | +170.3% | -0.8% | +171.1% | +177.7% |
| YTD | +250.7% | +5.6% | +245.1% | +244.1% |
| 1Y | +662.1% | +7.7% | +654.4% | +636.7% |
| 3Y | +1,341.2% | +47.5% | +1,293.7% | +1,031.7% |
| All | +1,341.2% | +48.8% | +1,292.4% | +1,031.7% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling