+268.2%
PR vs HUBB
+126.4%
+141.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.2% | +3.3% | +2.5% |
| 7D | +6.7% | +4.6% | +2.1% | +5.0% |
| 30D | -6.1% | -8.4% | +2.2% | -3.3% |
| 3M | +6.9% | -14.3% | +21.2% | +12.5% |
| 6M | +14.6% | -9.3% | +23.9% | +16.6% |
| YTD | +66.1% | -0.5% | +66.6% | +59.8% |
| 1Y | +77.0% | -2.1% | +79.2% | +71.0% |
| 3Y | +93.8% | +57.2% | +36.6% | +44.1% |
| 5Y | +268.2% | +127.1% | +141.1% | +136.8% |
| All | +268.2% | +126.4% | +141.9% | +136.8% |
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