+1,790.4%
PWR vs HUBS
+578.5%
+1,211.9%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.9% | +1.6% | -0.8% |
| 7D | -0.2% | -12.4% | +12.2% | +2.0% |
| 30D | -7.7% | +1.4% | -9.1% | -8.5% |
| 3M | -4.9% | +16.0% | -20.9% | -9.7% |
| 6M | +9.7% | -17.0% | +26.7% | +8.5% |
| YTD | +46.7% | -44.3% | +91.0% | +55.9% |
| 1Y | +58.7% | -54.3% | +113.0% | +75.0% |
| 3Y | +200.7% | -58.4% | +259.1% | +230.7% |
| 5Y | +438.6% | -66.7% | +505.2% | +480.5% |
| 10Y | +2,392.1% | +315.9% | +2,076.2% | +1,434.7% |
| All | +1,790.4% | +578.5% | +1,211.9% | +968.6% |
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