+262.1%
APH vs HUBB
+58.1%
+204.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.5% | +1.6% | +2.4% |
| 7D | -5.9% | +1.7% | -7.6% | -6.6% |
| 30D | -14.8% | -9.7% | -5.1% | -8.6% |
| 3M | -12.4% | -15.2% | +2.7% | -2.0% |
| 6M | +8.1% | -14.0% | +22.1% | +19.1% |
| YTD | +10.9% | -2.4% | +13.4% | +12.2% |
| 1Y | +8.8% | -5.8% | +14.6% | +12.5% |
| 3Y | +262.1% | +60.4% | +201.7% | +187.4% |
| All | +262.1% | +58.1% | +204.0% | +187.4% |
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