-58.5%
HUBS vs PH
+137.8%
-196.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.5% |
| 7D | -9.0% | -1.3% | -7.7% | -8.8% |
| 30D | +7.2% | -11.0% | +18.2% | +9.0% |
| 3M | +20.9% | +5.5% | +15.3% | +17.3% |
| 6M | -13.0% | +1.5% | -14.5% | -15.2% |
| YTD | -43.8% | +8.8% | -52.6% | -47.6% |
| 1Y | -54.6% | +24.5% | -79.1% | -61.0% |
| 3Y | -58.5% | +141.2% | -199.6% | -74.2% |
| All | -58.5% | +137.8% | -196.3% | -74.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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