+3,280.0%
PFE vs HUBB
+152,497.5%
-149,217.5%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.4% | -1.3% |
| 7D | +1.8% | +0.5% | +1.2% | +1.7% |
| 30D | +10.2% | -10.0% | +20.2% | +10.3% |
| 3M | +12.7% | -4.8% | +17.4% | +12.7% |
| 6M | +10.5% | -5.6% | +16.1% | +10.6% |
| YTD | +20.2% | +4.7% | +15.5% | +20.1% |
| 1Y | +24.1% | +6.7% | +17.4% | +23.9% |
| 3Y | -3.6% | +45.8% | -49.3% | -4.0% |
| 5Y | -20.9% | +145.9% | -166.8% | -21.6% |
| 10Y | +35.8% | +418.6% | -382.8% | +33.6% |
| All | +3,280.0% | +152,497.5% | -149,217.5% | +3,268.2% |
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