+9,321.7%
UNP vs HUBB
+152,497.5%
-143,175.8%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | 0.0% | +0.2% |
| 7D | -5.3% | +0.5% | -5.9% | -5.4% |
| 30D | -1.5% | -10.0% | +8.5% | -1.4% |
| 3M | +10.3% | -4.8% | +15.0% | +10.3% |
| 6M | +9.7% | -5.6% | +15.2% | +9.7% |
| YTD | +27.1% | +4.7% | +22.4% | +27.0% |
| 1Y | +32.6% | +6.7% | +25.9% | +32.4% |
| 3Y | +40.0% | +45.8% | -5.8% | +39.2% |
| 5Y | +50.8% | +145.9% | -95.1% | +49.0% |
| 10Y | +278.6% | +418.6% | -140.0% | +271.4% |
| All | +9,321.7% | +152,497.5% | -143,175.8% | +9,321.9% |
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