-8.5%
NFLX vs HUBB
+126.3%
-134.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.6% | -0.8% |
| 7D | -2.0% | +1.8% | -3.7% | -2.4% |
| 30D | -11.9% | -7.7% | -4.2% | -10.5% |
| 3M | -20.6% | -13.6% | -7.0% | -18.2% |
| 6M | -29.0% | -9.1% | -19.9% | -28.6% |
| YTD | -33.7% | -0.7% | -33.0% | -36.3% |
| 1Y | -46.2% | +1.1% | -47.2% | -48.7% |
| 3Y | +39.8% | +56.2% | -16.4% | +7.3% |
| All | -8.5% | +126.3% | -134.8% | -47.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling