+29.7%
VRTX vs HUBB
+5.5%
+24.2%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | +0.1% |
| 7D | -5.6% | -0.1% | -5.5% | -5.6% |
| 30D | -2.0% | -10.0% | +8.0% | -1.2% |
| 3M | +15.8% | -1.6% | +17.4% | +15.3% |
| 6M | +4.7% | -3.1% | +7.8% | +4.1% |
| YTD | +13.7% | +4.6% | +9.1% | +12.4% |
| 1Y | +29.7% | +3.3% | +26.4% | +29.0% |
| All | +29.7% | +5.5% | +24.2% | +29.0% |
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 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