+36.0%
EWT vs HUBS
-56.6%
+92.7%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.5% | -5.4% | -6.1% | -11.7% |
| 7D | -19.0% | -14.4% | -4.5% | -19.4% |
| 30D | -27.0% | -5.6% | -21.4% | -27.1% |
| 3M | -15.6% | -18.1% | +2.5% | -15.8% |
| 6M | -7.4% | -16.7% | +9.3% | -6.7% |
| YTD | +35.2% | -48.9% | +84.1% | +42.3% |
| 1Y | +36.0% | -55.9% | +91.9% | +46.1% |
| All | +36.0% | -56.6% | +92.7% | +46.1% |
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 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