+14,004.2%
PSA vs HUBB
+153,832.2%
-139,828.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.1% |
| 7D | -0.4% | +4.8% | -5.3% | -0.5% |
| 30D | -8.2% | -9.3% | +1.1% | -8.1% |
| 3M | -2.1% | -3.9% | +1.7% | -2.1% |
| 6M | -0.2% | -0.8% | +0.6% | -0.2% |
| YTD | +18.5% | +5.6% | +12.9% | +18.4% |
| 1Y | +6.6% | +7.7% | -1.2% | +6.5% |
| 3Y | +24.5% | +47.5% | -23.0% | +24.0% |
| 5Y | +13.6% | +153.7% | -140.1% | +12.7% |
| 10Y | +102.0% | +433.0% | -331.1% | +99.2% |
| All | +14,004.2% | +153,832.2% | -139,828.0% | +12,429.6% |
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