-1.9%
BA vs HUBS
-66.4%
+64.5%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.8% | +2.0% | +2.6% |
| 7D | -0.8% | -9.0% | +8.1% | +0.8% |
| 30D | -9.0% | +7.2% | -16.2% | -10.6% |
| 3M | -5.0% | +20.9% | -25.9% | -10.0% |
| 6M | -1.7% | -13.0% | +11.3% | -2.5% |
| YTD | -3.1% | -43.8% | +40.8% | +5.3% |
| 1Y | -4.3% | -54.6% | +50.3% | +8.5% |
| 3Y | -0.3% | -58.5% | +58.2% | +11.8% |
| All | -1.9% | -66.4% | +64.5% | +2.7% |
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