+396.2%
PCAR vs HUBS
+629.7%
-233.5%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.9% | +1.1% | -1.4% |
| 7D | 0.0% | -4.3% | +4.3% | +0.6% |
| 30D | -7.7% | +14.2% | -22.0% | -9.6% |
| 3M | +3.7% | +15.5% | -11.8% | +0.6% |
| 6M | +2.3% | -18.9% | +21.2% | +2.7% |
| YTD | +12.8% | -40.1% | +52.9% | +17.5% |
| 1Y | +27.8% | -51.8% | +79.5% | +37.0% |
| 3Y | +61.8% | -55.2% | +117.0% | +72.2% |
| 5Y | +168.2% | -64.7% | +232.9% | +180.4% |
| 10Y | +359.1% | +327.0% | +32.1% | +179.4% |
| All | +396.2% | +629.7% | -233.5% | +170.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling