+1,383.2%
STX vs HUBB
+48.8%
+1,334.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.9% | +5.6% | +5.9% |
| 7D | +10.7% | +4.8% | +5.9% | +7.2% |
| 30D | +11.3% | -9.3% | +20.6% | +18.9% |
| 3M | +3.2% | -3.9% | +7.1% | +6.5% |
| 6M | +157.0% | -0.8% | +157.8% | +159.6% |
| YTD | +229.2% | +5.6% | +223.6% | +223.4% |
| 1Y | +381.8% | +7.7% | +374.1% | +370.8% |
| 3Y | +1,383.2% | +47.5% | +1,335.7% | +1,103.7% |
| All | +1,383.2% | +48.8% | +1,334.3% | +1,103.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling