+308.1%
HUBS vs PNR
+66.2%
+242.0%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.0% |
| 7D | -9.0% | -6.0% | -3.0% | -5.3% |
| 30D | +7.2% | -14.0% | +21.2% | +18.2% |
| 3M | +20.9% | -21.7% | +42.6% | +38.8% |
| 6M | -13.0% | -37.3% | +24.2% | +13.7% |
| YTD | -43.8% | -45.1% | +1.3% | -20.2% |
| 1Y | -54.6% | -49.1% | -5.5% | -32.2% |
| 3Y | -58.5% | -14.8% | -43.6% | -57.9% |
| 5Y | -66.4% | -21.0% | -45.4% | -65.2% |
| All | +308.1% | +66.2% | +242.0% | +142.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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