-64.0%
PCG vs HUBS
+651.4%
-715.4%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.9% | +5.4% | +2.7% |
| 7D | -13.9% | -5.0% | -8.8% | -13.4% |
| 30D | -16.9% | -1.0% | -15.8% | -17.2% |
| 3M | -14.7% | +12.4% | -27.1% | -16.5% |
| 6M | -23.8% | -11.1% | -12.7% | -24.3% |
| YTD | -10.5% | -38.3% | +27.8% | -7.8% |
| 1Y | -5.1% | -46.7% | +41.6% | -1.0% |
| 3Y | -11.6% | -55.1% | +43.5% | -7.7% |
| 5Y | +59.0% | -64.8% | +123.8% | +63.3% |
| 10Y | -75.7% | +334.3% | -410.0% | -81.4% |
| All | -64.0% | +651.4% | -715.4% | -72.2% |
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