+660.9%
SNPS vs HUBB
+381.1%
+279.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.5% |
| 7D | +1.1% | +1.8% | -0.7% | +0.2% |
| 30D | -5.2% | -7.7% | +2.5% | -1.5% |
| 3M | +10.6% | -13.6% | +24.1% | +18.7% |
| 6M | -10.6% | -9.1% | -1.5% | -7.2% |
| YTD | -3.1% | -0.7% | -2.4% | -4.9% |
| 1Y | +15.6% | +1.1% | +14.5% | +12.3% |
| 3Y | -12.9% | +56.2% | -69.1% | -32.1% |
| 5Y | +31.2% | +126.6% | -95.4% | -16.0% |
| All | +660.9% | +381.1% | +279.9% | +247.5% |
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