+20.3%
PSA vs HUBB
+44.4%
-24.2%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.1% | -0.2% | -2.1% |
| 7D | -2.2% | +1.1% | -3.3% | -2.3% |
| 30D | -9.6% | -9.6% | +0.1% | -8.6% |
| 3M | -7.9% | -6.2% | -1.7% | -7.6% |
| 6M | -2.0% | -6.2% | +4.2% | -1.8% |
| YTD | +15.7% | +3.4% | +12.4% | +14.4% |
| 1Y | +5.8% | +5.3% | +0.4% | +4.1% |
| All | +20.3% | +44.4% | -24.2% | +6.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling