-10.6%
BA vs HUBS
-54.7%
+44.0%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.2% | +6.3% | +2.3% |
| 7D | +5.9% | -13.0% | +18.9% | +6.4% |
| 30D | -8.2% | -1.8% | -6.4% | -8.0% |
| 3M | -25.4% | -13.0% | -12.4% | -25.1% |
| 6M | -20.0% | -12.4% | -7.6% | -19.3% |
| YTD | -18.5% | -46.0% | +27.5% | -16.1% |
| 1Y | -10.6% | -54.1% | +43.5% | -6.6% |
| All | -10.6% | -54.7% | +44.0% | -6.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling