-58.5%
HUBS vs PSA
+22.3%
-80.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.7% |
| 7D | -9.0% | -1.8% | -7.2% | -8.6% |
| 30D | +7.2% | -8.4% | +15.6% | +9.2% |
| 3M | +20.9% | -7.8% | +28.7% | +23.1% |
| 6M | -13.0% | +0.8% | -13.8% | -13.2% |
| YTD | -43.8% | +16.5% | -60.3% | -46.6% |
| 1Y | -54.6% | +4.7% | -59.4% | -55.4% |
| 3Y | -58.5% | +21.1% | -79.5% | -63.6% |
| All | -58.5% | +22.3% | -80.7% | -63.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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