+260.6%
BSX vs HUBS
+583.9%
-323.3%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.4% |
| 7D | -10.1% | -9.0% | -1.1% | -8.7% |
| 30D | -16.4% | +7.2% | -23.7% | -17.8% |
| 3M | -8.9% | +20.9% | -29.7% | -13.1% |
| 6M | -38.3% | -13.0% | -25.2% | -38.7% |
| YTD | -54.9% | -43.8% | -11.1% | -52.0% |
| 1Y | -58.8% | -54.6% | -4.2% | -54.8% |
| 3Y | -21.2% | -58.5% | +37.2% | -14.4% |
| 5Y | -3.3% | -66.4% | +63.1% | +2.6% |
| 10Y | +82.8% | +319.2% | -236.4% | +7.8% |
| All | +260.6% | +583.9% | -323.3% | +102.1% |
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