-66.7%
HUBS vs ACWI
+65.2%
-131.8%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.8% | -2.0% | -1.5% |
| 7D | -12.4% | -1.9% | -10.4% | -9.4% |
| 30D | +1.4% | -1.3% | +2.7% | +3.7% |
| 3M | +16.0% | +5.0% | +11.0% | +5.7% |
| 6M | -17.0% | +11.7% | -28.7% | -33.6% |
| YTD | -44.3% | +13.0% | -57.2% | -56.6% |
| 1Y | -54.3% | +19.2% | -73.5% | -67.9% |
| 3Y | -58.4% | +75.0% | -133.4% | -86.5% |
| 5Y | -66.7% | +67.1% | -133.7% | -86.8% |
| All | -66.7% | +65.2% | -131.8% | -86.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 5y: compounded portfolio wealth divided by compounded ACWI 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…
5y analysis · Full analysis span regression · 6 months rolling