-58.5%
HUBS vs PSX
+133.1%
-191.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.7% |
| 7D | -9.0% | +1.7% | -10.7% | -9.4% |
| 30D | +7.2% | +15.6% | -8.4% | +3.6% |
| 3M | +20.9% | +46.5% | -25.6% | +10.3% |
| 6M | -13.0% | +55.0% | -68.0% | -21.9% |
| YTD | -43.8% | +105.3% | -149.1% | -53.6% |
| 1Y | -54.6% | +101.6% | -156.2% | -62.4% |
| 3Y | -58.5% | +134.1% | -192.6% | -69.4% |
| All | -58.5% | +133.1% | -191.5% | -69.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling