+250.3%
PH vs HUBB
+148.7%
+101.6%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.3% |
| 7D | -3.1% | -1.7% | -1.4% | -2.1% |
| 30D | -11.8% | -12.7% | +0.9% | -4.3% |
| 3M | +6.9% | -2.9% | +9.9% | +7.8% |
| 6M | -1.3% | -4.8% | +3.5% | +0.3% |
| YTD | +7.0% | +2.8% | +4.2% | +3.1% |
| 1Y | +23.1% | +3.5% | +19.6% | +17.3% |
| 3Y | +135.4% | +43.5% | +91.8% | +76.2% |
| 5Y | +250.3% | +154.2% | +96.1% | +72.6% |
| All | +250.3% | +148.7% | +101.6% | +72.6% |
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