+187.4%
ABBV vs HUBS
-66.4%
+253.8%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.8% |
| 7D | +0.3% | -9.0% | +9.3% | +0.3% |
| 30D | +3.4% | +7.2% | -3.9% | +3.3% |
| 3M | +15.2% | +20.9% | -5.7% | +15.2% |
| 6M | +14.7% | -13.0% | +27.7% | +14.7% |
| YTD | +15.2% | -43.8% | +59.0% | +15.3% |
| 1Y | +20.4% | -54.6% | +75.0% | +20.6% |
| 3Y | +91.3% | -58.5% | +149.8% | +91.6% |
| All | +187.4% | -66.4% | +253.8% | +176.8% |
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