-20.3%
PNR vs HUBB
+157.3%
-177.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.0% | -1.2% |
| 7D | -6.0% | -0.1% | -6.0% | -6.0% |
| 30D | -14.0% | -10.0% | -4.0% | -9.3% |
| 3M | -21.7% | -1.6% | -20.1% | -22.0% |
| 6M | -37.3% | -3.1% | -34.2% | -37.4% |
| YTD | -45.1% | +4.6% | -49.7% | -47.9% |
| 1Y | -49.1% | +3.3% | -52.5% | -51.6% |
| 3Y | -14.8% | +46.6% | -61.4% | -36.9% |
| All | -20.3% | +157.3% | -177.6% | -60.3% |
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