+572.1%
SNPS vs HUBB
+437.4%
+134.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.3% |
| 7D | -4.6% | -1.7% | -2.9% | -3.8% |
| 30D | -3.3% | -12.7% | +9.3% | +3.1% |
| 3M | -13.8% | -2.9% | -10.8% | -13.3% |
| 6M | -8.2% | -4.8% | -3.4% | -7.5% |
| YTD | -15.4% | +2.8% | -18.2% | -18.4% |
| 1Y | +2.4% | +3.5% | -1.1% | -1.7% |
| 3Y | -13.5% | +43.5% | -57.0% | -30.1% |
| 5Y | +19.5% | +154.2% | -134.7% | -27.4% |
| All | +572.1% | +437.4% | +134.7% | +178.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling