+698.7%
HUBS vs PTC
+264.5%
+434.2%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -5.5% | +2.6% | +1.4% |
| 7D | -4.3% | -12.8% | +8.5% | +6.4% |
| 30D | +14.2% | -9.8% | +24.0% | +24.5% |
| 3M | +15.5% | -2.1% | +17.6% | +15.6% |
| 6M | -18.9% | -18.1% | -0.8% | -5.4% |
| YTD | -40.1% | -23.5% | -16.6% | -25.8% |
| 1Y | -51.8% | -37.4% | -14.4% | -30.1% |
| 3Y | -55.2% | -7.2% | -48.0% | -53.8% |
| 5Y | -64.7% | +2.7% | -67.4% | -65.7% |
| 10Y | +327.0% | +203.4% | +123.5% | +78.6% |
| All | +698.7% | +264.5% | +434.2% | +174.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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