+34.7%
NXPI vs HUBB
+126.3%
-91.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.7% |
| 7D | +6.8% | +1.8% | +5.0% | +5.6% |
| 30D | +20.0% | -7.7% | +27.7% | +26.2% |
| 3M | +14.8% | -13.6% | +28.4% | +26.0% |
| 6M | -10.5% | -9.1% | -1.3% | -4.9% |
| YTD | +23.7% | -0.7% | +24.5% | +22.4% |
| 1Y | +34.1% | +1.1% | +33.0% | +30.9% |
| 3Y | +51.2% | +56.2% | -4.9% | +3.8% |
| All | +34.7% | +126.3% | -91.6% | -36.5% |
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