+360.5%
SOXX vs HUBB
-4.0%
+364.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.5% | -0.7% | +0.2% |
| 7D | +158.9% | +0.2% | +158.7% | +160.0% |
| 30D | +129.2% | -8.8% | +138.0% | +149.1% |
| 3M | +149.7% | -12.5% | +162.2% | +180.5% |
| 6M | +193.4% | -14.5% | +208.0% | +237.2% |
| YTD | +351.0% | -0.4% | +351.5% | +345.6% |
| 1Y | +360.5% | -3.4% | +364.0% | +371.5% |
| All | +360.5% | -4.0% | +364.5% | +371.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling