-58.5%
HUBS vs A
+31.5%
-90.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.7% | -1.9% | -0.2% |
| 7D | -9.0% | -2.6% | -6.4% | -8.1% |
| 30D | +7.2% | -0.9% | +8.1% | +7.6% |
| 3M | +20.9% | +13.6% | +7.2% | +15.2% |
| 6M | -13.0% | +27.8% | -40.9% | -21.2% |
| YTD | -43.8% | +8.6% | -52.5% | -45.4% |
| 1Y | -54.6% | +16.9% | -71.5% | -57.7% |
| 3Y | -58.5% | +32.9% | -91.4% | -65.5% |
| All | -58.5% | +31.5% | -90.0% | -65.5% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 3y: compounded portfolio wealth divided by compounded A 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…
3y analysis · Full analysis span regression · 6 months rolling