-58.5%
HUBS vs PGR
+75.0%
-133.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.7% |
| 7D | -9.0% | -0.6% | -8.4% | -8.9% |
| 30D | +7.2% | +4.9% | +2.3% | +6.2% |
| 3M | +20.9% | +7.6% | +13.2% | +19.8% |
| 6M | -13.0% | +8.3% | -21.3% | -14.0% |
| YTD | -43.8% | +1.7% | -45.6% | -44.2% |
| 1Y | -54.6% | -6.8% | -47.8% | -54.6% |
| 3Y | -58.5% | +73.4% | -131.9% | -56.4% |
| All | -58.5% | +75.0% | -133.4% | -56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PGR.
Daily Out/Under-Performance
Portfolio return minus PGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PGR 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 PGR 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