+35.6%
UNP vs HUBB
+3.7%
+31.9%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +0.9% | +0.4% |
| 7D | -1.2% | -1.7% | +0.5% | -1.0% |
| 30D | -2.0% | -12.7% | +10.7% | -0.6% |
| 3M | +7.5% | -2.9% | +10.5% | +7.3% |
| 6M | +15.3% | -4.8% | +20.1% | +15.2% |
| YTD | +25.4% | +2.8% | +22.6% | +24.6% |
| 1Y | +35.6% | +3.5% | +32.1% | +33.6% |
| All | +35.6% | +3.7% | +31.9% | +33.6% |
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