+44.8%
HUBB vs PTC
-10.6%
+55.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.3% | +1.2% | -1.2% |
| 7D | +1.1% | -13.6% | +14.7% | +4.9% |
| 30D | -9.6% | -14.7% | +5.0% | -6.0% |
| 3M | -6.2% | -5.9% | -0.3% | -5.5% |
| 6M | -6.2% | -21.1% | +15.0% | +0.9% |
| YTD | +3.4% | -26.0% | +29.4% | +13.9% |
| 1Y | +5.3% | -36.8% | +42.2% | +25.1% |
| All | +44.8% | -10.6% | +55.4% | +41.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling