-54.1%
HUBS vs PSX
+97.5%
-151.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -4.5% | +0.3% | -4.1% |
| 7D | -13.0% | -5.2% | -7.8% | -12.9% |
| 30D | -1.8% | -3.7% | +1.9% | -1.8% |
| 3M | -13.0% | +26.8% | -39.7% | -12.5% |
| 6M | -12.4% | +47.3% | -59.8% | -11.2% |
| YTD | -46.0% | +105.4% | -151.4% | -41.0% |
| 1Y | -54.1% | +96.9% | -151.0% | -50.4% |
| All | -54.1% | +97.5% | -151.6% | -50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 1y: compounded portfolio wealth divided by compounded PSX 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…
1y analysis · Full analysis span regression · 6 months rolling