+105.7%
PCG vs HUBB
+152,497.4%
-152,391.7%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -16.8% |
| 3M | -14.7% | -4.8% | -10.0% | -14.7% |
| 6M | -23.8% | -5.6% | -18.3% | -23.8% |
| YTD | -10.5% | +4.7% | -15.2% | -10.6% |
| 1Y | -5.1% | +6.7% | -11.8% | -5.2% |
| 3Y | -11.6% | +45.8% | -57.4% | -12.0% |
| 5Y | +59.0% | +145.9% | -86.9% | +57.6% |
| 10Y | -75.7% | +418.6% | -494.3% | -76.1% |
| All | +105.7% | +152,497.4% | -152,391.7% | +101.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling