+96.9%
PSX vs HUBB
-4.0%
+100.9%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.5% | -2.1% | -4.7% |
| 7D | -5.2% | +0.2% | -5.4% | -5.1% |
| 30D | -3.7% | -8.8% | +5.1% | -4.5% |
| 3M | +26.8% | -12.5% | +39.2% | +25.1% |
| 6M | +47.3% | -14.5% | +61.9% | +45.3% |
| YTD | +105.4% | -0.4% | +105.9% | +99.0% |
| 1Y | +96.9% | -3.4% | +100.4% | +91.8% |
| All | +96.9% | -4.0% | +100.9% | +91.8% |
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 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