+3,942.5%
PNC vs HUBB
+150,593.0%
-146,650.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.9% |
| 7D | -0.7% | +1.1% | -1.8% | -0.7% |
| 30D | -4.4% | -9.6% | +5.2% | -4.3% |
| 3M | +4.5% | -6.2% | +10.7% | +4.6% |
| 6M | +19.1% | -6.2% | +25.2% | +19.1% |
| YTD | +18.0% | +3.4% | +14.7% | +17.9% |
| 1Y | +24.1% | +5.3% | +18.7% | +23.9% |
| 3Y | +130.0% | +44.4% | +85.7% | +128.7% |
| 5Y | +50.4% | +152.4% | -102.0% | +48.5% |
| 10Y | +271.3% | +437.0% | -165.8% | +264.0% |
| All | +3,942.5% | +150,593.0% | -146,650.5% | +3,898.4% |
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 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