+824.1%
PODD vs HUBB
+1,262.0%
-437.9%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.2% | -2.1% |
| 7D | +1.6% | +0.5% | +1.1% | +1.3% |
| 30D | +10.7% | -10.0% | +20.7% | +16.3% |
| 3M | +0.7% | -4.8% | +5.5% | +0.9% |
| 6M | -39.3% | -5.6% | -33.7% | -39.8% |
| YTD | -48.1% | +4.7% | -52.8% | -51.7% |
| 1Y | -57.4% | +6.7% | -64.1% | -61.1% |
| 3Y | -23.3% | +45.8% | -69.0% | -44.4% |
| 5Y | -51.3% | +145.9% | -197.2% | -74.9% |
| 10Y | +242.0% | +418.6% | -176.6% | -3.3% |
| All | +824.1% | +1,262.0% | -437.9% | -20.9% |
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