+2,521.4%
PWR vs HUBS
+323.9%
+2,197.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.8% | +4.4% | +5.0% |
| 7D | +4.2% | -9.0% | +13.2% | +5.9% |
| 30D | -4.0% | +7.2% | -11.3% | -5.8% |
| 3M | -4.8% | +20.9% | -25.6% | -10.5% |
| 6M | +14.6% | -13.0% | +27.7% | +12.3% |
| YTD | +54.2% | -43.8% | +98.1% | +64.6% |
| 1Y | +67.1% | -54.6% | +121.8% | +86.4% |
| 3Y | +218.5% | -58.5% | +276.9% | +253.2% |
| 5Y | +466.3% | -66.4% | +532.7% | +514.4% |
| All | +2,521.4% | +323.9% | +2,197.6% | +1,383.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling