+172.3%
PCAR vs HUBB
+147.2%
+25.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | 0.0% | +0.1% |
| 7D | -0.5% | +0.5% | -1.1% | -0.8% |
| 30D | -6.2% | -10.0% | +3.8% | -1.7% |
| 3M | +5.9% | -4.8% | +10.7% | +7.6% |
| 6M | +0.4% | -5.6% | +6.0% | +1.9% |
| YTD | +14.8% | +4.7% | +10.2% | +10.8% |
| 1Y | +30.1% | +6.7% | +23.4% | +23.9% |
| 3Y | +66.7% | +45.8% | +20.9% | +32.9% |
| All | +172.3% | +147.2% | +25.1% | +62.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling