+30.6%
ORCL vs HUBB
+123.0%
-92.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.5% | -1.7% | -0.4% |
| 7D | -11.2% | +1.7% | -12.8% | -11.8% |
| 30D | -18.8% | -9.7% | -9.2% | -15.0% |
| 3M | -18.8% | -15.2% | -3.6% | -12.6% |
| 6M | -39.7% | -14.0% | -25.7% | -36.0% |
| YTD | -39.6% | -2.4% | -37.2% | -40.3% |
| 1Y | -51.7% | -5.8% | -45.9% | -51.5% |
| 3Y | +10.2% | +60.4% | -50.2% | -12.4% |
| All | +30.6% | +123.0% | -92.4% | -12.4% |
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