-3.7%
FISV vs HUBS
-54.7%
+51.0%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -4.2% | +10.5% | +7.2% |
| 7D | +29.6% | -13.0% | +42.6% | +33.8% |
| 30D | +34.5% | -1.8% | +36.3% | +34.5% |
| 3M | +11.2% | -13.0% | +24.2% | +13.1% |
| 6M | -1.2% | -12.4% | +11.2% | -1.8% |
| YTD | -7.6% | -46.0% | +38.4% | +1.7% |
| 1Y | -3.7% | -54.1% | +50.4% | +10.5% |
| All | -3.7% | -54.7% | +51.0% | +10.5% |
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