+8,589.7%
PWR vs HUBB
+1,903.7%
+6,686.0%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.9% | +1.5% | +1.7% |
| 7D | +4.5% | +4.8% | -0.3% | +1.1% |
| 30D | -4.9% | -9.3% | +4.4% | +1.8% |
| 3M | -7.9% | -3.9% | -4.0% | -5.4% |
| 6M | +18.3% | -0.8% | +19.2% | +17.6% |
| YTD | +51.5% | +5.6% | +45.9% | +44.2% |
| 1Y | +70.3% | +7.7% | +62.6% | +59.6% |
| 3Y | +210.6% | +47.5% | +163.1% | +129.6% |
| 5Y | +456.7% | +153.7% | +303.0% | +171.8% |
| 10Y | +2,396.1% | +433.0% | +1,963.1% | +597.8% |
| All | +8,589.7% | +1,903.7% | +6,686.0% | +818.3% |
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 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