+177.1%
VRTX vs HUBB
+148.7%
+28.4%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.1% | +0.6% | -1.2% |
| 7D | -6.4% | +1.1% | -7.5% | -6.6% |
| 30D | -0.5% | -9.6% | +9.1% | +0.9% |
| 3M | +16.9% | -6.2% | +23.1% | +17.6% |
| 6M | +13.1% | -6.2% | +19.2% | +13.4% |
| YTD | +14.9% | +3.4% | +11.6% | +13.4% |
| 1Y | +31.4% | +5.3% | +26.1% | +28.9% |
| 3Y | +51.9% | +44.4% | +7.6% | +38.5% |
| 5Y | +177.1% | +152.4% | +24.7% | +116.3% |
| All | +177.1% | +148.7% | +28.4% | +116.3% |
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 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