+162.9%
RTX vs HUBB
+148.7%
+14.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | -0.2% |
| 7D | -1.6% | +1.1% | -2.7% | -1.8% |
| 30D | -11.6% | -9.6% | -2.0% | -9.7% |
| 3M | +9.2% | -6.2% | +15.4% | +10.1% |
| 6M | -4.4% | -6.2% | +1.7% | -4.0% |
| YTD | +8.9% | +3.4% | +5.5% | +6.8% |
| 1Y | +32.1% | +5.3% | +26.8% | +28.8% |
| 3Y | +151.2% | +44.4% | +106.9% | +120.6% |
| 5Y | +162.9% | +152.4% | +10.5% | +96.9% |
| All | +162.9% | +148.7% | +14.2% | +96.9% |
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