+368.5%
PSX vs HUBB
+148.7%
+219.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.1% | +2.7% | +1.1% |
| 7D | +1.8% | +1.1% | +0.7% | +1.5% |
| 30D | +21.6% | -9.6% | +31.3% | +24.5% |
| 3M | +46.5% | -6.2% | +52.6% | +47.4% |
| 6M | +62.0% | -6.2% | +68.2% | +61.7% |
| YTD | +106.3% | +3.4% | +103.0% | +98.7% |
| 1Y | +103.0% | +5.3% | +97.6% | +93.4% |
| 3Y | +135.5% | +44.4% | +91.2% | +99.4% |
| 5Y | +368.5% | +152.4% | +216.1% | +241.7% |
| All | +368.5% | +148.7% | +219.8% | +241.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling