+722.6%
HUBS vs ALK
+6.6%
+716.0%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.5% | -4.5% | -3.4% |
| 7D | -5.0% | -0.7% | -4.4% | -4.9% |
| 30D | -1.0% | -19.2% | +18.2% | +5.7% |
| 3M | +12.4% | -1.5% | +13.9% | +11.4% |
| 6M | -11.1% | -13.1% | +1.9% | -10.3% |
| YTD | -38.3% | -16.4% | -21.9% | -37.4% |
| 1Y | -46.7% | -33.1% | -13.6% | -41.9% |
| 3Y | -55.1% | +0.6% | -55.7% | -59.5% |
| 5Y | -64.8% | -26.4% | -38.4% | -65.1% |
| 10Y | +334.3% | -34.2% | +368.5% | +284.8% |
| All | +722.6% | +6.6% | +716.0% | +347.3% |
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