+87.0%
PR vs HUBB
-4.0%
+91.0%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -2.5% | -4.1% | -6.8% |
| 7D | -12.1% | +0.2% | -12.3% | -12.0% |
| 30D | +0.9% | -8.8% | +9.7% | +0.2% |
| 3M | +10.1% | -12.5% | +22.6% | +9.0% |
| 6M | +1.1% | -14.5% | +15.7% | +0.6% |
| YTD | +63.7% | -0.4% | +64.1% | +65.8% |
| 1Y | +87.0% | -3.4% | +90.5% | +89.5% |
| All | +87.0% | -4.0% | +91.0% | +89.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling