-37.6%
SMCI vs HUBB
-4.0%
-33.5%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -2.5% | -3.3% | -3.5% |
| 7D | -17.3% | +0.2% | -17.6% | -17.5% |
| 30D | -31.5% | -8.8% | -22.6% | -25.7% |
| 3M | -6.6% | -12.5% | +5.9% | +4.6% |
| 6M | +6.0% | -14.5% | +20.6% | +21.8% |
| YTD | +1.1% | -0.4% | +1.6% | -1.9% |
| 1Y | -37.6% | -3.4% | -34.1% | -38.1% |
| All | -37.6% | -4.0% | -33.5% | -38.1% |
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