-13.8%
PCG vs HUBB
+51.4%
-65.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.1% | +2.3% | +2.4% |
| 7D | -13.9% | +0.5% | -14.4% | -13.9% |
| 30D | -16.9% | -10.0% | -6.8% | -15.7% |
| 3M | -14.7% | -4.8% | -10.0% | -14.5% |
| 6M | -23.8% | -5.6% | -18.3% | -23.7% |
| YTD | -10.5% | +4.7% | -15.2% | -11.9% |
| 1Y | -5.1% | +6.7% | -11.8% | -7.1% |
| All | -13.8% | +51.4% | -65.2% | -21.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling