+12,036.0%
VRTX vs HUBB
+104,635.6%
-92,599.6%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.2% | -2.1% |
| 7D | +0.8% | +0.5% | +0.3% | +0.8% |
| 30D | +12.6% | -10.0% | +22.7% | +12.8% |
| 3M | +23.6% | -4.8% | +28.4% | +23.7% |
| 6M | +14.3% | -5.6% | +19.8% | +14.3% |
| YTD | +20.5% | +4.7% | +15.8% | +20.4% |
| 1Y | +37.6% | +6.7% | +30.9% | +37.4% |
| 3Y | +55.5% | +45.8% | +9.8% | +54.7% |
| 5Y | +175.7% | +145.9% | +29.8% | +172.7% |
| 10Y | +474.2% | +418.6% | +55.6% | +463.7% |
| All | +12,036.0% | +104,635.6% | -92,599.6% | +16,194.8% |
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