+308.1%
HUBS vs PNC
+279.5%
+28.6%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.5% |
| 7D | -9.0% | -0.6% | -8.4% | -8.7% |
| 30D | +7.2% | -4.4% | +11.6% | +9.4% |
| 3M | +20.9% | +5.2% | +15.6% | +17.8% |
| 6M | -13.0% | +20.6% | -33.7% | -21.4% |
| YTD | -43.8% | +19.8% | -63.6% | -49.5% |
| 1Y | -54.6% | +24.4% | -79.1% | -60.0% |
| 3Y | -58.5% | +131.2% | -189.7% | -73.6% |
| 5Y | -66.4% | +53.1% | -119.5% | -74.0% |
| All | +308.1% | +279.5% | +28.6% | +65.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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