+621.8%
HUBS vs ALK
-2.5%
+624.2%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.1% | +1.1% |
| 7D | +8.3% | -1.2% | +9.5% | +8.5% |
| 30D | -4.0% | +7.7% | -11.7% | -6.7% |
| 3M | -9.7% | -19.0% | +9.3% | -4.6% |
| 6M | +21.4% | -0.2% | +21.6% | +17.6% |
| YTD | -45.9% | -23.5% | -22.4% | -44.1% |
| 1Y | -44.4% | -9.1% | -35.3% | -46.1% |
| 3Y | -49.7% | +12.0% | -61.7% | -56.9% |
| 5Y | -74.2% | -30.9% | -43.3% | -74.0% |
| 10Y | +275.5% | -45.6% | +321.1% | +254.4% |
| All | +621.8% | -2.5% | +624.2% | +299.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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