+5,909.9%
TGT vs HUBB
+152,391.5%
-146,481.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | 0.0% |
| 7D | -5.2% | -0.1% | -5.2% | -5.2% |
| 30D | +1.2% | -10.0% | +11.1% | +1.3% |
| 3M | +18.4% | -1.6% | +20.0% | +18.4% |
| 6M | +33.4% | -3.1% | +36.5% | +33.4% |
| YTD | +63.8% | +4.6% | +59.2% | +63.7% |
| 1Y | +77.2% | +3.3% | +73.8% | +77.0% |
| 3Y | +41.8% | +46.6% | -4.8% | +41.1% |
| 5Y | -25.5% | +158.7% | -184.2% | -26.3% |
| 10Y | +204.9% | +443.5% | -238.6% | +199.9% |
| All | +5,909.9% | +152,391.5% | -146,481.6% | +6,102.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling