+11,868.9%
VRTX vs HUBB
+99,238.8%
-87,369.9%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.7% |
| 7D | -1.6% | +1.8% | -3.3% | -1.6% |
| 30D | +8.0% | -7.7% | +15.7% | +8.1% |
| 3M | +4.3% | -13.6% | +17.9% | +4.4% |
| 6M | +18.9% | -9.1% | +28.0% | +19.0% |
| YTD | +18.8% | -0.7% | +19.5% | +18.7% |
| 1Y | +24.0% | +1.1% | +22.9% | +23.9% |
| 3Y | +42.1% | +56.2% | -14.0% | +41.3% |
| 5Y | +187.6% | +126.6% | +61.0% | +184.6% |
| 10Y | +485.4% | +384.6% | +100.9% | +475.0% |
| All | +11,868.9% | +99,238.8% | -87,369.9% | +15,976.8% |
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