+6,267.4%
APD vs HUBB
+144,965.7%
-138,698.2%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.6% | +0.3% |
| 7D | +2.2% | +4.6% | -2.4% | +2.1% |
| 30D | +9.4% | -8.4% | +17.8% | +9.6% |
| 3M | +4.7% | -14.3% | +19.0% | +4.9% |
| 6M | +5.5% | -9.3% | +14.8% | +5.6% |
| YTD | +31.4% | -0.5% | +31.9% | +31.3% |
| 1Y | +24.1% | -2.1% | +26.2% | +24.1% |
| 3Y | +28.8% | +57.2% | -28.5% | +27.8% |
| 5Y | +15.8% | +127.1% | -111.4% | +14.3% |
| 10Y | +191.6% | +385.7% | -194.1% | +185.2% |
| All | +6,267.4% | +144,965.7% | -138,698.2% | +6,567.6% |
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