+964.4%
PAAS vs HUBB
+3,583.2%
-2,618.8%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.9% | -5.0% | -5.6% |
| 7D | +4.2% | -2.6% | +6.7% | +4.9% |
| 30D | -13.8% | -7.7% | -6.1% | -11.8% |
| 3M | -22.7% | -13.0% | -9.7% | -19.6% |
| 6M | -32.1% | -10.6% | -21.5% | -30.1% |
| YTD | -22.3% | -0.6% | -21.7% | -22.8% |
| 1Y | +7.7% | -4.1% | +11.8% | +8.1% |
| 3Y | +214.0% | +57.2% | +156.9% | +165.3% |
| 5Y | +63.2% | +127.2% | -63.9% | +20.6% |
| 10Y | +185.5% | +386.2% | -200.7% | +58.9% |
| All | +964.4% | +3,583.2% | -2,618.8% | +232.3% |
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