+10,152.6%
RTX vs HUBB
+144,634.4%
-134,481.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.1% |
| 7D | +4.8% | +1.8% | +3.0% | +4.7% |
| 30D | +6.5% | -7.7% | +14.2% | +6.6% |
| 3M | -9.6% | -13.6% | +3.9% | -9.5% |
| 6M | +12.3% | -9.1% | +21.5% | +12.4% |
| YTD | +9.5% | -0.7% | +10.2% | +9.4% |
| 1Y | +15.8% | +1.1% | +14.8% | +15.8% |
| 3Y | +157.0% | +56.2% | +100.8% | +155.1% |
| 5Y | +148.8% | +126.6% | +22.2% | +145.6% |
| 10Y | +264.0% | +384.6% | -120.5% | +256.3% |
| All | +10,152.6% | +144,634.4% | -134,481.9% | +9,045.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling