+156.7%
RTX vs HUBB
+57.4%
+99.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.2% | -1.3% |
| 7D | +3.4% | +4.6% | -1.2% | +2.7% |
| 30D | +8.4% | -8.4% | +16.7% | +9.7% |
| 3M | -10.7% | -14.3% | +3.7% | -8.7% |
| 6M | +11.7% | -9.3% | +21.0% | +12.7% |
| YTD | +9.3% | -0.5% | +9.8% | +8.3% |
| 1Y | +13.3% | -2.1% | +15.4% | +12.5% |
| All | +156.7% | +57.4% | +99.3% | +155.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling