+270.9%
APH vs HUBB
+57.0%
+213.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.5% | -1.6% |
| 7D | +4.9% | +1.8% | +3.1% | +3.7% |
| 30D | -5.4% | -7.7% | +2.3% | +0.1% |
| 3M | -5.5% | -13.6% | +8.1% | +4.6% |
| 6M | +25.9% | -9.1% | +35.0% | +33.8% |
| YTD | +16.4% | -0.7% | +17.1% | +16.3% |
| 1Y | +16.5% | +1.1% | +15.4% | +15.1% |
| 3Y | +270.9% | +56.2% | +214.7% | +194.4% |
| All | +270.9% | +57.0% | +213.8% | +194.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling