+272.7%
PNC vs HUBB
+446.9%
-174.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.2% | -0.4% |
| 7D | -0.6% | -0.1% | -0.5% | -0.5% |
| 30D | -4.4% | -10.0% | +5.6% | +1.0% |
| 3M | +5.2% | -1.6% | +6.8% | +4.6% |
| 6M | +20.6% | -3.1% | +23.7% | +19.7% |
| YTD | +19.8% | +4.6% | +15.2% | +13.1% |
| 1Y | +24.4% | +3.3% | +21.1% | +17.5% |
| 3Y | +131.2% | +46.6% | +84.7% | +67.3% |
| 5Y | +53.1% | +158.7% | -105.6% | -27.8% |
| All | +272.7% | +446.9% | -174.2% | +5.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling