+8,900.5%
WMT vs HUBB
+150,593.1%
-141,692.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.9% | -0.2% |
| 7D | -0.2% | +1.1% | -1.3% | -0.3% |
| 30D | -5.8% | -9.6% | +3.8% | -5.8% |
| 3M | -10.8% | -6.2% | -4.6% | -10.7% |
| 6M | -14.3% | -6.2% | -8.2% | -14.3% |
| YTD | -4.4% | +3.4% | -7.8% | -4.4% |
| 1Y | +4.3% | +5.3% | -1.0% | +4.3% |
| 3Y | +100.1% | +44.4% | +55.7% | +99.6% |
| 5Y | +130.8% | +152.4% | -21.5% | +129.7% |
| 10Y | +433.7% | +437.0% | -3.3% | +429.5% |
| All | +8,900.5% | +150,593.1% | -141,692.6% | +9,621.4% |
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