+32.4%
PWR vs HUBB
-4.0%
+36.4%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | -2.5% | -9.2% | -9.9% |
| 7D | -4.4% | +0.2% | -4.6% | -4.2% |
| 30D | -15.1% | -8.8% | -6.2% | -9.3% |
| 3M | -16.2% | -12.5% | -3.8% | -8.2% |
| 6M | -23.3% | -14.5% | -8.8% | -15.1% |
| YTD | +37.6% | -0.4% | +38.1% | +29.1% |
| 1Y | +32.4% | -3.4% | +35.8% | +27.9% |
| All | +32.4% | -4.0% | +36.4% | +27.9% |
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