-49.6%
ORCL vs HUBB
-3.9%
-45.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.8% | +0.4% | +2.2% |
| 7D | +0.5% | +1.8% | -1.3% | 0.0% |
| 30D | -15.3% | -6.9% | -8.4% | -13.4% |
| 3M | -18.2% | -13.8% | -4.4% | -14.8% |
| 6M | -38.4% | -9.8% | -28.6% | -36.8% |
| YTD | -37.7% | +0.3% | -38.0% | -39.0% |
| All | -49.6% | -3.9% | -45.7% | -50.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling