+365.4%
STX vs HUBB
+8.5%
+357.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.1% | +6.2% | +6.2% |
| 7D | +2.4% | +0.5% | +1.8% | +1.7% |
| 30D | +1.4% | -10.0% | +11.4% | +12.7% |
| 3M | -8.2% | -4.8% | -3.5% | -3.5% |
| 6M | +127.0% | -5.6% | +132.6% | +135.2% |
| YTD | +209.1% | +4.7% | +204.5% | +186.2% |
| 1Y | +365.4% | +6.7% | +358.8% | +350.6% |
| All | +365.4% | +8.5% | +357.0% | +350.6% |
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