+23,639.3%
PH vs HUBB
+144,634.4%
-120,995.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | +4.3% | +1.8% | +2.6% | +4.3% |
| 30D | +0.1% | -7.7% | +7.8% | +0.3% |
| 3M | -9.4% | -13.6% | +4.2% | -9.1% |
| 6M | +8.8% | -9.1% | +17.9% | +8.9% |
| YTD | +9.6% | -0.7% | +10.4% | +9.7% |
| 1Y | +14.4% | +1.1% | +13.4% | +14.4% |
| 3Y | +134.5% | +56.2% | +78.3% | +132.8% |
| 5Y | +204.4% | +126.6% | +77.8% | +200.4% |
| 10Y | +697.3% | +384.6% | +312.7% | +679.8% |
| All | +23,639.3% | +144,634.4% | -120,995.1% | +24,574.8% |
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