+3.1%
FERG vs HUBS
-54.7%
+57.7%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -4.2% | +6.9% | +2.7% |
| 7D | +7.7% | -13.0% | +20.7% | +7.6% |
| 30D | +11.5% | -1.8% | +13.3% | +11.4% |
| 3M | -2.4% | -13.0% | +10.6% | -2.5% |
| 6M | -4.0% | -12.4% | +8.5% | -3.6% |
| YTD | +13.4% | -46.0% | +59.4% | +14.6% |
| 1Y | +3.1% | -54.1% | +57.2% | +7.2% |
| All | +3.1% | -54.7% | +57.7% | +7.2% |
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