+197.9%
PAAS vs HUBB
+382.2%
-184.3%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.2% | -2.9% | -3.8% |
| 7D | -7.0% | +4.6% | -11.6% | -8.2% |
| 30D | -15.3% | -8.4% | -6.9% | -13.3% |
| 3M | -27.7% | -14.3% | -13.4% | -24.7% |
| 6M | -40.5% | -9.3% | -31.1% | -39.1% |
| YTD | -26.5% | -0.5% | -26.0% | -26.9% |
| 1Y | -0.8% | -2.1% | +1.4% | -0.8% |
| 3Y | +196.9% | +57.2% | +139.7% | +156.1% |
| 5Y | +49.2% | +127.1% | -78.0% | +14.3% |
| All | +197.9% | +382.2% | -184.3% | +99.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling