+428.6%
HUBB vs PTC
+200.2%
+228.4%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.4% | -0.5% |
| 7D | -1.7% | -14.2% | +12.6% | +3.5% |
| 30D | -12.7% | -14.4% | +1.8% | -8.2% |
| 3M | -2.9% | -4.7% | +1.8% | -2.9% |
| 6M | -4.8% | -19.3% | +14.5% | +0.7% |
| YTD | +2.8% | -26.1% | +28.9% | +11.8% |
| 1Y | +3.5% | -37.1% | +40.6% | +19.7% |
| 3Y | +43.5% | -10.4% | +53.9% | +42.8% |
| 5Y | +154.2% | +2.5% | +151.7% | +135.1% |
| All | +428.6% | +200.2% | +228.4% | +215.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 10y: compounded portfolio wealth divided by compounded PTC 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…
10y analysis · Full analysis span regression · 6 months rolling