+224.2%
PAAS vs HUBB
+61.5%
+162.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.8% | +0.1% | +2.0% |
| 7D | +8.8% | +1.8% | +7.0% | +8.1% |
| 30D | -8.5% | -6.9% | -1.6% | -6.6% |
| 3M | -17.0% | -13.8% | -3.2% | -13.3% |
| 6M | -27.9% | -9.8% | -18.1% | -25.9% |
| YTD | -17.5% | +0.3% | -17.8% | -18.0% |
| 1Y | +22.8% | -3.3% | +26.2% | +23.2% |
| 3Y | +224.2% | +61.0% | +163.2% | +185.7% |
| All | +224.2% | +61.5% | +162.7% | +185.7% |
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