-58.5%
HUBS vs PNC
+131.1%
-189.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.6% |
| 7D | -9.0% | -0.6% | -8.4% | -8.8% |
| 30D | +7.2% | -4.4% | +11.6% | +9.0% |
| 3M | +20.9% | +5.2% | +15.6% | +18.4% |
| 6M | -13.0% | +20.6% | -33.7% | -20.3% |
| YTD | -43.8% | +19.8% | -63.6% | -49.0% |
| 1Y | -54.6% | +24.4% | -79.1% | -59.7% |
| 3Y | -58.5% | +131.2% | -189.7% | -71.2% |
| All | -58.5% | +131.1% | -189.6% | -71.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling