+2.1%
HUBB vs PLTD
-77.2%
+79.4%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.4% | -2.5% | -2.0% |
| 7D | +1.1% | -0.9% | +2.0% | +1.0% |
| 30D | -9.6% | +1.3% | -10.9% | -9.3% |
| 3M | -6.2% | -32.9% | +26.7% | -10.2% |
| 6M | -6.2% | -24.9% | +18.7% | -7.9% |
| YTD | +3.4% | -18.2% | +21.6% | +3.8% |
| 1Y | +5.3% | -28.7% | +34.0% | +4.0% |
| All | +2.1% | -77.2% | +79.4% | -16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 5y: compounded portfolio wealth divided by compounded PLTD 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…
5y analysis · Full analysis span regression · 6 months rolling