+1,131.3%
PSX vs HUBB
+723.4%
+407.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.1% |
| 7D | +2.8% | +4.8% | -2.0% | +0.4% |
| 30D | +27.8% | -9.3% | +37.1% | +33.9% |
| 3M | +42.0% | -3.9% | +45.9% | +42.4% |
| 6M | +58.1% | -0.8% | +59.0% | +53.3% |
| YTD | +105.0% | +5.6% | +99.5% | +90.4% |
| 1Y | +104.9% | +7.7% | +97.2% | +86.6% |
| 3Y | +134.1% | +47.5% | +86.6% | +68.7% |
| 5Y | +363.8% | +153.7% | +210.2% | +122.3% |
| 10Y | +370.1% | +433.0% | -62.9% | +37.1% |
| All | +1,131.3% | +723.4% | +407.9% | +186.4% |
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