+469.4%
PWR vs HUBS
-66.4%
+535.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.8% | +4.4% | +5.0% |
| 7D | +4.2% | -9.0% | +13.2% | +5.4% |
| 30D | -4.0% | +7.2% | -11.3% | -5.3% |
| 3M | -4.8% | +20.9% | -25.6% | -9.2% |
| 6M | +14.6% | -13.0% | +27.7% | +13.3% |
| YTD | +54.2% | -43.8% | +98.1% | +65.8% |
| 1Y | +67.1% | -54.6% | +121.8% | +87.6% |
| 3Y | +218.5% | -58.5% | +276.9% | +255.4% |
| All | +469.4% | -66.4% | +535.8% | +527.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling