-61.1%
FISV vs HUBS
-46.5%
-14.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.9% | +3.5% | +1.2% |
| 7D | -0.3% | -5.0% | +4.7% | +0.9% |
| 30D | -2.1% | -1.0% | -1.0% | -2.9% |
| 3M | -5.7% | +12.4% | -18.1% | -10.2% |
| 6M | -15.3% | -11.1% | -4.2% | -16.4% |
| YTD | -21.1% | -38.3% | +17.2% | -16.3% |
| 1Y | -61.1% | -46.7% | -14.4% | -57.7% |
| All | -61.1% | -46.5% | -14.6% | -57.7% |
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