+14.4%
FIX vs HUBS
-54.7%
+69.1%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.1% | -4.2% | -10.9% | -16.0% |
| 7D | -18.9% | -13.0% | -5.9% | -21.6% |
| 30D | -36.3% | -1.8% | -34.5% | -36.4% |
| 3M | -38.5% | -13.0% | -25.6% | -39.2% |
| 6M | -42.3% | -12.4% | -29.8% | -40.3% |
| YTD | +17.1% | -46.0% | +63.1% | +22.0% |
| 1Y | +14.4% | -54.1% | +68.5% | +22.4% |
| All | +14.4% | -54.7% | +69.1% | +22.4% |
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