+123.8%
STX vs HUBB
-4.0%
+127.8%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -2.5% | -5.7% | -5.8% |
| 7D | -20.2% | +0.2% | -20.4% | -20.3% |
| 30D | -37.2% | -8.8% | -28.4% | -31.4% |
| 3M | -34.1% | -12.5% | -21.6% | -25.1% |
| 6M | -24.5% | -14.5% | -9.9% | -11.6% |
| YTD | +102.9% | -0.4% | +103.4% | +88.4% |
| 1Y | +123.8% | -3.4% | +127.2% | +117.1% |
| All | +123.8% | -4.0% | +127.8% | +117.1% |
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