+3,426.6%
PNR vs HUBB
+152,391.5%
-148,964.9%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.0% | -0.3% |
| 7D | -6.0% | -0.1% | -6.0% | -6.0% |
| 30D | -14.0% | -10.0% | -4.0% | -13.8% |
| 3M | -21.7% | -1.6% | -20.1% | -21.7% |
| 6M | -37.3% | -3.1% | -34.2% | -37.3% |
| YTD | -45.1% | +4.6% | -49.7% | -45.2% |
| 1Y | -49.1% | +3.3% | -52.5% | -49.2% |
| 3Y | -14.8% | +46.6% | -61.4% | -15.3% |
| 5Y | -21.0% | +158.7% | -179.7% | -22.1% |
| 10Y | +64.7% | +443.5% | -378.7% | +61.3% |
| All | +3,426.6% | +152,391.5% | -148,964.9% | +4,161.3% |
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 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