-14.6%
PCG vs HUBS
-57.3%
+42.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.3% | 0.0% | -4.2% |
| 7D | +6.5% | -6.2% | +12.7% | +6.5% |
| 30D | -16.7% | +6.6% | -23.3% | -16.9% |
| 3M | -14.2% | +16.4% | -30.6% | -14.6% |
| 6M | -21.5% | -19.7% | -1.7% | -21.0% |
| YTD | -11.2% | -42.6% | +31.5% | -9.4% |
| 1Y | -4.2% | -54.2% | +50.0% | -1.1% |
| All | -14.6% | -57.3% | +42.8% | -14.5% |
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