+24,016.6%
PH vs HUBB
+146,787.4%
-122,770.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | +0.8% |
| 7D | +6.9% | +1.2% | +5.7% | +6.9% |
| 30D | +1.7% | -6.4% | +8.1% | +1.8% |
| 3M | -8.1% | -14.4% | +6.2% | -7.9% |
| 6M | +11.5% | -9.0% | +20.5% | +11.7% |
| YTD | +11.4% | +0.7% | +10.6% | +11.4% |
| 1Y | +14.1% | -0.3% | +14.4% | +14.1% |
| 3Y | +138.2% | +59.2% | +79.0% | +136.4% |
| 5Y | +216.0% | +130.2% | +85.8% | +211.7% |
| 10Y | +710.0% | +391.8% | +318.2% | +692.0% |
| All | +24,016.6% | +146,787.4% | -122,770.8% | +24,959.9% |
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