+152,497.5%
HUBB vs PTC
+6,346.6%
+146,150.8%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.0% | +6.2% | +1.0% |
| 7D | +0.5% | -10.3% | +10.8% | +2.0% |
| 30D | -10.0% | +1.1% | -11.2% | -10.3% |
| 3M | -4.8% | +1.6% | -6.4% | -5.5% |
| 6M | -5.6% | -13.5% | +7.9% | -4.3% |
| YTD | +4.7% | -19.1% | +23.7% | +6.8% |
| 1Y | +6.7% | -33.9% | +40.5% | +12.0% |
| 3Y | +45.8% | -3.9% | +49.7% | +45.0% |
| 5Y | +145.9% | +6.0% | +139.9% | +140.0% |
| 10Y | +418.6% | +223.7% | +194.9% | +334.4% |
| All | +152,497.5% | +6,346.6% | +146,150.8% | +111,271.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling