+648.6%
HUBS vs PSX
+405.3%
+243.3%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.7% |
| 7D | -9.0% | +1.7% | -10.7% | -9.5% |
| 30D | +7.2% | +15.6% | -8.4% | +2.5% |
| 3M | +20.9% | +46.5% | -25.6% | +7.1% |
| 6M | -13.0% | +55.0% | -68.0% | -24.5% |
| YTD | -43.8% | +105.3% | -149.1% | -55.8% |
| 1Y | -54.6% | +101.6% | -156.2% | -64.2% |
| 3Y | -58.5% | +134.1% | -192.6% | -69.5% |
| 5Y | -66.4% | +368.7% | -435.1% | -81.5% |
| 10Y | +319.2% | +384.1% | -64.9% | +102.8% |
| All | +648.6% | +405.3% | +243.3% | +252.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling