+29.7%
RTX vs HUBB
+3.7%
+26.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.4% |
| 7D | -2.0% | -1.7% | -0.3% | -1.7% |
| 30D | -11.2% | -12.7% | +1.5% | -9.5% |
| 3M | +12.0% | -2.9% | +15.0% | +11.4% |
| 6M | -3.6% | -4.8% | +1.2% | -4.6% |
| YTD | +9.2% | +2.8% | +6.4% | +6.5% |
| 1Y | +29.7% | +3.5% | +26.2% | +26.6% |
| All | +29.7% | +3.7% | +26.0% | +26.6% |
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