+48.9%
APH vs HUBB
+7.9%
+41.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.8% |
| 7D | +0.2% | +4.8% | -4.6% | -2.9% |
| 30D | -3.3% | -9.3% | +6.0% | +3.2% |
| 3M | +14.0% | -3.9% | +17.9% | +16.2% |
| 6M | +24.4% | -0.8% | +25.3% | +22.3% |
| YTD | +21.4% | +5.6% | +15.8% | +15.6% |
| 1Y | +48.9% | +7.7% | +41.2% | +41.4% |
| All | +48.9% | +7.9% | +41.0% | +41.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling