+84,752.5%
MU vs HUBB
+146,787.4%
-62,034.9%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +1.3% | +10.6% | +11.9% |
| 7D | +2.0% | +1.2% | +0.8% | +2.0% |
| 30D | -18.0% | -6.4% | -11.5% | -17.8% |
| 3M | -6.6% | -14.4% | +7.8% | -6.2% |
| 6M | +2.0% | -9.0% | +11.0% | +2.4% |
| YTD | +184.5% | +0.7% | +183.7% | +184.9% |
| 1Y | +236.9% | -0.3% | +237.1% | +237.5% |
| 3Y | +987.0% | +59.2% | +927.8% | +980.2% |
| 5Y | +1,014.6% | +130.2% | +884.4% | +999.6% |
| 10Y | +4,609.2% | +391.8% | +4,217.4% | +4,489.4% |
| All | +84,752.5% | +146,787.4% | -62,034.9% | +96,880.6% |
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