+327.2%
SMH vs HUBB
+157.3%
+169.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.8% | -0.3% | +0.2% |
| 7D | +0.3% | -0.1% | +0.3% | +0.3% |
| 30D | -2.8% | -10.0% | +7.2% | +4.6% |
| 3M | -6.7% | -1.6% | -5.1% | -5.6% |
| 6M | +41.8% | -3.1% | +44.9% | +44.0% |
| YTD | +57.9% | +4.6% | +53.3% | +51.9% |
| 1Y | +87.6% | +3.3% | +84.3% | +81.5% |
| 3Y | +282.9% | +46.6% | +236.4% | +188.5% |
| All | +327.2% | +157.3% | +169.9% | +102.7% |
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