+681.4%
NFLX vs HUBB
+446.9%
+234.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.8% | +0.1% | +1.4% |
| 7D | -1.1% | -0.1% | -1.0% | -1.1% |
| 30D | +4.3% | -10.0% | +14.3% | +7.0% |
| 3M | -4.8% | -1.6% | -3.2% | -5.4% |
| 6M | -18.4% | -3.1% | -15.3% | -19.4% |
| YTD | -17.4% | +4.6% | -22.0% | -20.8% |
| 1Y | -35.7% | +3.3% | -39.0% | -38.2% |
| 3Y | +73.8% | +46.6% | +27.2% | +45.4% |
| 5Y | +29.3% | +158.7% | -129.4% | -11.6% |
| All | +681.4% | +446.9% | +234.5% | +308.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling