+1,632.9%
PBR vs HUBB
+3,319.6%
-1,686.7%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.9% | +2.7% | +3.0% |
| 7D | +2.5% | +4.8% | -2.4% | -0.5% |
| 30D | +19.4% | -9.3% | +28.7% | +26.2% |
| 3M | +20.8% | -3.9% | +24.7% | +20.9% |
| 6M | +23.5% | -0.8% | +24.3% | +19.3% |
| YTD | +83.4% | +5.6% | +77.8% | +69.1% |
| 1Y | +77.6% | +7.7% | +69.8% | +59.7% |
| 3Y | +99.9% | +47.5% | +52.4% | +33.8% |
| 5Y | +567.7% | +153.7% | +414.0% | +179.5% |
| 10Y | +621.5% | +433.0% | +188.5% | +74.7% |
| All | +1,632.9% | +3,319.6% | -1,686.7% | +67.5% |
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 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