+239.7%
PAAS vs HUBB
+427.3%
-187.5%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.1% | +5.8% | +4.3% |
| 7D | +2.6% | +1.1% | +1.6% | +2.3% |
| 30D | +2.5% | -9.6% | +12.1% | +5.4% |
| 3M | +15.1% | -6.2% | +21.3% | +16.9% |
| 6M | -12.1% | -6.2% | -5.9% | -11.0% |
| YTD | +3.1% | +3.4% | -0.3% | +1.7% |
| 1Y | +50.8% | +5.3% | +45.5% | +47.8% |
| 3Y | +259.5% | +44.4% | +215.1% | +216.3% |
| 5Y | +126.3% | +152.4% | -26.1% | +67.9% |
| 10Y | +239.7% | +437.0% | -197.3% | +92.1% |
| All | +239.7% | +427.3% | -187.5% | +92.1% |
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