-58.5%
HUBS vs PNR
-14.5%
-44.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | -9.0% | -6.0% | -3.0% | -6.5% |
| 30D | +7.2% | -14.0% | +21.2% | +14.6% |
| 3M | +20.9% | -21.7% | +42.6% | +32.4% |
| 6M | -13.0% | -37.3% | +24.2% | +5.3% |
| YTD | -43.8% | -45.1% | +1.3% | -27.0% |
| 1Y | -54.6% | -49.1% | -5.5% | -38.4% |
| 3Y | -58.5% | -14.8% | -43.6% | -57.4% |
| All | -58.5% | -14.5% | -44.0% | -57.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling