+135.3%
PSX vs HUBB
+44.4%
+90.9%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.1% | +2.7% | +1.1% |
| 7D | +1.8% | +1.1% | +0.7% | +1.6% |
| 30D | +21.6% | -9.6% | +31.3% | +24.2% |
| 3M | +46.5% | -6.2% | +52.6% | +47.2% |
| 6M | +62.0% | -6.2% | +68.2% | +61.1% |
| YTD | +106.3% | +3.4% | +103.0% | +97.3% |
| 1Y | +103.0% | +5.3% | +97.6% | +91.9% |
| All | +135.3% | +44.4% | +90.9% | +97.7% |
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