+100.5%
PSA vs HUBB
+446.9%
-346.4%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.1% | +0.2% |
| 7D | -1.8% | -0.1% | -1.8% | -1.8% |
| 30D | -8.4% | -10.0% | +1.6% | -6.2% |
| 3M | -7.8% | -1.6% | -6.2% | -8.1% |
| 6M | +0.8% | -3.1% | +3.9% | +0.6% |
| YTD | +16.5% | +4.6% | +11.9% | +13.9% |
| 1Y | +4.7% | +3.3% | +1.4% | +2.4% |
| 3Y | +21.1% | +46.6% | -25.5% | +4.7% |
| 5Y | +14.2% | +158.7% | -144.5% | -16.9% |
| All | +100.5% | +446.9% | -346.4% | +16.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling