+60.5%
PCAR vs HUBS
-58.6%
+119.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.9% | +3.5% | +0.7% |
| 7D | -1.6% | -12.4% | +10.8% | -0.8% |
| 30D | -7.3% | +1.4% | -8.6% | -7.5% |
| 3M | +7.8% | +16.0% | -8.1% | +6.1% |
| 6M | +3.6% | -17.0% | +20.6% | +4.4% |
| YTD | +12.9% | -44.3% | +57.2% | +21.5% |
| 1Y | +27.3% | -54.3% | +81.6% | +41.7% |
| All | +60.5% | -58.6% | +119.1% | +78.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 HUBS 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