+1,243.2%
PAAS vs HUBB
+3,773.4%
-2,530.2%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.4% | -1.2% |
| 7D | -1.9% | -0.1% | -1.9% | -2.0% |
| 30D | -3.6% | -10.0% | +6.4% | -0.5% |
| 3M | +8.6% | -1.6% | +10.2% | +8.8% |
| 6M | -16.7% | -3.1% | -13.6% | -16.4% |
| YTD | -1.9% | +4.6% | -6.5% | -3.8% |
| 1Y | +38.0% | +3.3% | +34.7% | +35.6% |
| 3Y | +234.9% | +46.6% | +188.4% | +188.7% |
| 5Y | +119.5% | +158.7% | -39.2% | +55.9% |
| 10Y | +223.3% | +443.5% | -220.2% | +74.1% |
| All | +1,243.2% | +3,773.4% | -2,530.2% | +313.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling