+247.9%
SOXX vs HUBB
+157.3%
+90.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.8% | +0.1% | +0.5% |
| 7D | +1.4% | -0.1% | +1.5% | +1.4% |
| 30D | -3.6% | -10.0% | +6.4% | +4.2% |
| 3M | -10.2% | -1.6% | -8.6% | -8.6% |
| 6M | +54.2% | -3.1% | +57.3% | +57.7% |
| YTD | +75.2% | +4.6% | +70.6% | +69.7% |
| 1Y | +107.5% | +3.3% | +104.2% | +102.3% |
| 3Y | +226.8% | +46.6% | +180.2% | +145.8% |
| All | +247.9% | +157.3% | +90.6% | +63.4% |
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 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