+54.0%
UNP vs HUBB
+148.7%
-94.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +0.9% | +0.5% |
| 7D | -1.2% | -1.7% | +0.5% | -0.7% |
| 30D | -2.0% | -12.7% | +10.7% | +1.3% |
| 3M | +7.5% | -2.9% | +10.5% | +7.7% |
| 6M | +15.3% | -4.8% | +20.1% | +15.6% |
| YTD | +25.4% | +2.8% | +22.6% | +22.8% |
| 1Y | +35.6% | +3.5% | +32.1% | +32.0% |
| 3Y | +44.1% | +43.5% | +0.6% | +23.9% |
| 5Y | +54.0% | +154.2% | -100.2% | +3.5% |
| All | +54.0% | +148.7% | -94.8% | +3.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling