-54.6%
HUBS vs APD
+3.9%
-58.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +0.5% |
| 7D | -9.0% | -3.3% | -5.7% | -10.2% |
| 30D | +7.2% | -4.2% | +11.4% | +5.4% |
| 3M | +20.9% | +5.4% | +15.4% | +24.6% |
| 6M | -13.0% | +6.3% | -19.3% | -9.9% |
| YTD | -43.8% | +20.3% | -64.2% | -39.9% |
| 1Y | -54.6% | +1.6% | -56.2% | -45.1% |
| All | -54.6% | +3.9% | -58.5% | -45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 1y: compounded portfolio wealth divided by compounded APD 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…
1y analysis · Full analysis span regression · 6 months rolling