+548.8%
PLTR vs HUBB
+148.7%
+400.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.7% | +0.9% |
| 7D | 0.0% | +1.1% | -1.0% | -0.6% |
| 30D | -3.3% | -9.6% | +6.4% | +3.1% |
| 3M | +28.4% | -6.2% | +34.5% | +31.6% |
| 6M | +8.4% | -6.2% | +14.5% | +8.8% |
| YTD | -4.6% | +3.4% | -8.0% | -11.6% |
| 1Y | +4.4% | +5.3% | -0.9% | -4.6% |
| 3Y | +1,020.5% | +44.4% | +976.1% | +687.7% |
| 5Y | +548.8% | +152.4% | +396.4% | +178.4% |
| All | +548.8% | +148.7% | +400.1% | +178.4% |
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 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