+980.0%
SMCI vs HUBB
+157.3%
+822.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.8% | +5.5% | +5.6% |
| 7D | +1.3% | -0.1% | +1.4% | +1.5% |
| 30D | +6.6% | -10.0% | +16.6% | +17.5% |
| 3M | +25.4% | -1.6% | +27.0% | +27.1% |
| 6M | +26.1% | -3.1% | +29.2% | +31.3% |
| YTD | +37.0% | +4.6% | +32.4% | +32.0% |
| 1Y | -8.8% | +3.3% | -12.1% | -11.6% |
| 3Y | +44.6% | +46.6% | -2.0% | +6.9% |
| All | +980.0% | +157.3% | +822.7% | +412.9% |
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