+698.7%
HUBS vs ACWI
+248.0%
+450.8%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -2.2% |
| 7D | -4.3% | +1.1% | -5.3% | -5.7% |
| 30D | +14.2% | -0.2% | +14.4% | +14.6% |
| 3M | +15.5% | +4.7% | +10.8% | +6.8% |
| 6M | -18.9% | +14.5% | -33.4% | -35.9% |
| YTD | -40.1% | +14.6% | -54.7% | -52.9% |
| 1Y | -51.8% | +21.4% | -73.2% | -65.4% |
| 3Y | -55.2% | +77.6% | -132.8% | -82.2% |
| 5Y | -64.7% | +68.1% | -132.8% | -83.6% |
| 10Y | +327.0% | +226.1% | +100.8% | -17.1% |
| All | +698.7% | +248.0% | +450.8% | +39.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling