+116.1%
PAAS vs HUBB
+154.5%
-38.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.5% | -0.9% |
| 7D | +2.0% | +4.8% | -2.8% | +0.6% |
| 30D | -0.1% | -9.3% | +9.2% | +2.7% |
| 3M | +8.2% | -3.9% | +12.1% | +9.3% |
| 6M | -13.8% | -0.8% | -13.0% | -14.1% |
| YTD | -0.6% | +5.6% | -6.2% | -2.5% |
| 1Y | +44.0% | +7.7% | +36.3% | +40.3% |
| 3Y | +246.6% | +47.5% | +199.1% | +203.2% |
| 5Y | +116.1% | +153.7% | -37.6% | +57.5% |
| All | +116.1% | +154.5% | -38.4% | +57.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling