+119,301.1%
APH vs HUBB
+91,038.9%
+28,262.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.5% | +1.6% | +4.1% |
| 7D | -5.9% | +1.7% | -7.6% | -6.0% |
| 30D | -14.8% | -9.7% | -5.1% | -14.7% |
| 3M | -12.4% | -15.2% | +2.7% | -12.2% |
| 6M | +8.1% | -14.0% | +22.1% | +8.3% |
| YTD | +10.9% | -2.4% | +13.4% | +11.0% |
| 1Y | +8.8% | -5.8% | +14.6% | +8.9% |
| 3Y | +262.1% | +60.4% | +201.7% | +260.0% |
| 5Y | +283.1% | +125.4% | +157.7% | +279.3% |
| 10Y | +908.1% | +409.7% | +498.4% | +889.0% |
| All | +119,301.1% | +91,038.9% | +28,262.2% | +124,522.2% |
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