+20,639.1%
TXN vs HUBB
+150,593.0%
-129,953.9%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.1% | +3.1% | +1.1% |
| 7D | +2.7% | +1.1% | +1.6% | +2.6% |
| 30D | -6.7% | -9.6% | +2.9% | -6.6% |
| 3M | -8.9% | -6.2% | -2.7% | -8.8% |
| 6M | +34.7% | -6.2% | +40.8% | +34.8% |
| YTD | +53.3% | +3.4% | +50.0% | +53.3% |
| 1Y | +45.0% | +5.3% | +39.7% | +44.9% |
| 3Y | +73.1% | +44.4% | +28.8% | +72.2% |
| 5Y | +59.9% | +152.4% | -92.5% | +57.9% |
| 10Y | +415.7% | +437.0% | -21.4% | +404.5% |
| All | +20,639.1% | +150,593.0% | -129,953.9% | +19,897.4% |
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 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