+0.7%
PL vs HUBB
-7.4%
+8.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +2.5% | +7.8% | +8.7% |
| 7D | -6.8% | +1.7% | -8.5% | -7.3% |
| 30D | -29.3% | -9.7% | -19.6% | -24.7% |
| 3M | -44.8% | -15.2% | -29.6% | -38.9% |
| 6M | -68.4% | -14.0% | -54.4% | -65.6% |
| YTD | -36.4% | -2.4% | -33.9% | -47.2% |
| 1Y | +0.7% | -5.8% | +6.5% | -11.0% |
| All | +0.7% | -7.4% | +8.1% | -11.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling