-58.8%
HUBS vs APD
+5.8%
-64.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.3% | -2.9% |
| 7D | -12.4% | -3.5% | -8.9% | -12.2% |
| 30D | +1.4% | -5.1% | +6.4% | +1.7% |
| 3M | +16.0% | +6.9% | +9.1% | +15.6% |
| 6M | -17.0% | +8.1% | -25.1% | -17.7% |
| YTD | -44.3% | +21.2% | -65.5% | -46.0% |
| 1Y | -54.3% | +4.9% | -59.2% | -54.1% |
| All | -58.8% | +5.8% | -64.6% | -58.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling