+9.7%
PCAR vs HUBB
-4.8%
+14.4%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.0% | +0.5% |
| 7D | +3.8% | -2.6% | +6.4% | +4.6% |
| 30D | -2.0% | -7.7% | +5.7% | +0.5% |
| 3M | -19.1% | -13.0% | -6.1% | -15.1% |
| 6M | -6.8% | -10.6% | +3.8% | -4.0% |
| YTD | -2.5% | -0.6% | -1.9% | -5.5% |
| 1Y | +9.7% | -4.1% | +13.8% | +8.4% |
| All | +9.7% | -4.8% | +14.4% | +8.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling