+148.5%
RTX vs HUBB
+126.4%
+22.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.2% | -1.2% |
| 7D | +3.4% | +4.6% | -1.2% | +2.4% |
| 30D | +8.4% | -8.4% | +16.7% | +10.3% |
| 3M | -10.7% | -14.3% | +3.7% | -7.9% |
| 6M | +11.7% | -9.3% | +21.0% | +13.2% |
| YTD | +9.3% | -0.5% | +9.8% | +8.0% |
| 1Y | +13.3% | -2.1% | +15.4% | +12.2% |
| 3Y | +156.1% | +57.2% | +98.9% | +117.7% |
| 5Y | +148.5% | +127.1% | +21.4% | +88.9% |
| All | +148.5% | +126.4% | +22.2% | +88.9% |
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