+542.7%
PBR vs HUBB
+157.3%
+385.3%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.8% | -2.6% | -1.0% |
| 7D | +5.4% | -0.1% | +5.4% | +5.4% |
| 30D | +22.9% | -10.0% | +32.8% | +24.4% |
| 3M | +19.6% | -1.6% | +21.2% | +19.3% |
| 6M | +16.5% | -3.1% | +19.6% | +16.0% |
| YTD | +86.7% | +4.6% | +82.1% | +83.5% |
| 1Y | +74.7% | +3.3% | +71.4% | +71.7% |
| 3Y | +102.6% | +46.6% | +56.0% | +84.7% |
| All | +542.7% | +157.3% | +385.3% | +424.4% |
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