+438.6%
PWR vs HUBB
+148.7%
+289.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.8% | -0.9% |
| 7D | -0.2% | -1.7% | +1.5% | +0.9% |
| 30D | -7.7% | -12.7% | +4.9% | +0.7% |
| 3M | -4.9% | -2.9% | -2.0% | -3.1% |
| 6M | +9.7% | -4.8% | +14.5% | +11.7% |
| YTD | +46.7% | +2.8% | +43.9% | +42.2% |
| 1Y | +58.7% | +3.5% | +55.2% | +53.0% |
| 3Y | +200.7% | +43.5% | +157.2% | +135.6% |
| 5Y | +438.6% | +154.2% | +284.4% | +192.3% |
| All | +438.6% | +148.7% | +289.8% | +192.3% |
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