+207.9%
PDD vs HUBB
+344.4%
-136.5%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | -4.1% | +0.5% | -4.6% | -4.2% |
| 30D | -9.6% | -10.0% | +0.4% | -6.7% |
| 3M | -4.3% | -4.8% | +0.5% | -3.9% |
| 6M | -18.8% | -5.6% | -13.2% | -18.8% |
| YTD | -27.5% | +4.7% | -32.2% | -30.3% |
| 1Y | -33.6% | +6.7% | -40.3% | -36.8% |
| 3Y | -20.4% | +45.8% | -66.2% | -35.1% |
| 5Y | -19.6% | +145.9% | -165.5% | -49.4% |
| All | +207.9% | +344.4% | -136.5% | +44.0% |
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