+50.1%
VRTX vs HUBB
+44.4%
+5.6%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.1% | +0.6% | -1.2% |
| 7D | -6.4% | +1.1% | -7.5% | -6.5% |
| 30D | -0.5% | -9.6% | +9.1% | +0.7% |
| 3M | +16.9% | -6.2% | +23.1% | +17.4% |
| 6M | +13.1% | -6.2% | +19.2% | +13.3% |
| YTD | +14.9% | +3.4% | +11.6% | +13.5% |
| 1Y | +31.4% | +5.3% | +26.1% | +29.1% |
| All | +50.1% | +44.4% | +5.6% | +38.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling