+76,578.9%
MU vs HUBB
+146,154.8%
-69,575.9%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.8% | +3.4% | +6.2% |
| 7D | -12.0% | +1.8% | -13.9% | -12.1% |
| 30D | -28.7% | -6.9% | -21.9% | -28.6% |
| 3M | -16.4% | -13.8% | -2.6% | -16.1% |
| 6M | -1.8% | -9.8% | +8.0% | -1.4% |
| YTD | +157.1% | +0.3% | +156.8% | +157.5% |
| 1Y | +208.5% | -3.3% | +211.8% | +209.3% |
| 3Y | +906.2% | +61.0% | +845.1% | +899.6% |
| 5Y | +893.4% | +128.5% | +764.9% | +880.2% |
| 10Y | +4,271.9% | +398.9% | +3,873.0% | +4,159.7% |
| All | +76,578.9% | +146,154.8% | -69,575.9% | +87,544.9% |
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