+685.5%
BX vs HUBS
+583.9%
+101.7%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.8% | +1.7% | +2.2% |
| 7D | -5.6% | -9.0% | +3.4% | -2.9% |
| 30D | -12.2% | +7.2% | -19.5% | -14.5% |
| 3M | +7.4% | +20.9% | -13.5% | -1.1% |
| 6M | +22.2% | -13.0% | +35.2% | +20.6% |
| YTD | -14.0% | -43.8% | +29.8% | -3.9% |
| 1Y | -27.3% | -54.6% | +27.3% | -13.8% |
| 3Y | +24.5% | -58.5% | +83.0% | +47.7% |
| 5Y | +18.9% | -66.4% | +85.3% | +39.0% |
| 10Y | +665.4% | +319.2% | +346.2% | +363.2% |
| All | +685.5% | +583.9% | +101.7% | +352.6% |
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 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