-54.1%
HUBS vs PEG
-6.2%
-47.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.6% | -4.8% | -3.8% |
| 7D | -13.0% | +1.0% | -14.0% | -12.2% |
| 30D | -1.8% | +6.6% | -8.4% | +3.6% |
| 3M | -13.0% | -3.1% | -9.8% | -16.0% |
| 6M | -12.4% | -7.4% | -5.1% | -17.4% |
| YTD | -46.0% | -6.4% | -39.6% | -47.7% |
| 1Y | -54.1% | -7.4% | -46.7% | -56.0% |
| All | -54.1% | -6.2% | -47.9% | -56.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 1y: compounded portfolio wealth divided by compounded PEG 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…
1y analysis · Full analysis span regression · 6 months rolling