+137,274.1%
UNH vs HUBB
+153,832.2%
-16,558.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | +0.1% | +0.9% |
| 7D | +1.1% | +4.8% | -3.7% | +1.1% |
| 30D | -1.5% | -9.3% | +7.8% | -1.4% |
| 3M | -0.8% | -3.9% | +3.0% | -0.8% |
| 6M | +41.8% | -0.8% | +42.6% | +41.8% |
| YTD | +23.1% | +5.6% | +17.5% | +23.0% |
| 1Y | +28.5% | +7.7% | +20.8% | +28.4% |
| 3Y | -11.8% | +47.5% | -59.2% | -12.2% |
| 5Y | +5.3% | +153.7% | -148.3% | +4.2% |
| 10Y | +247.4% | +433.0% | -185.6% | +241.5% |
| All | +137,274.1% | +153,832.2% | -16,558.1% | +151,936.0% |
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