+15.5%
PLD vs HUBB
+154.5%
-139.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | 0.0% | +0.5% |
| 7D | -0.9% | +4.8% | -5.7% | -2.4% |
| 30D | -1.2% | -9.3% | +8.1% | +1.9% |
| 3M | -2.3% | -3.9% | +1.6% | -2.0% |
| 6M | +4.5% | -0.8% | +5.3% | +2.9% |
| YTD | +10.1% | +5.6% | +4.6% | +5.5% |
| 1Y | +25.9% | +7.7% | +18.2% | +18.9% |
| 3Y | +24.4% | +47.5% | -23.0% | -2.5% |
| 5Y | +15.5% | +153.7% | -138.2% | -36.4% |
| All | +15.5% | +154.5% | -139.1% | -36.4% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling