+4,167.1%
SMCI vs HUBB
+1,359.7%
+2,807.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.6% |
| 7D | -1.3% | -1.7% | +0.4% | -0.1% |
| 30D | +18.3% | -12.7% | +31.0% | +29.7% |
| 3M | +27.7% | -2.9% | +30.7% | +30.5% |
| 6M | +17.6% | -4.8% | +22.4% | +23.4% |
| YTD | +27.7% | +2.8% | +24.9% | +26.8% |
| 1Y | -14.9% | +3.5% | -18.4% | -16.1% |
| 3Y | +33.2% | +43.5% | -10.4% | +9.6% |
| 5Y | +921.6% | +154.2% | +767.4% | +483.6% |
| 10Y | +1,672.4% | +434.0% | +1,238.4% | +504.2% |
| All | +4,167.1% | +1,359.7% | +2,807.5% | +673.0% |
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