-2.2%
BA vs HUBS
-57.3%
+55.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.3% | +2.2% | -1.6% |
| 7D | -1.2% | -6.2% | +5.1% | -0.5% |
| 30D | -11.3% | +6.6% | -17.9% | -12.3% |
| 3M | -3.8% | +16.4% | -20.2% | -6.5% |
| 6M | -8.3% | -19.7% | +11.5% | -6.5% |
| YTD | -4.9% | -42.6% | +37.7% | +2.9% |
| 1Y | -10.1% | -54.2% | +44.1% | +1.7% |
| All | -2.2% | -57.3% | +55.2% | +5.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling