+698.7%
HUBS vs AR
-20.5%
+719.2%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.8% | -2.1% | -2.8% |
| 7D | -4.3% | -1.8% | -2.4% | -4.1% |
| 30D | +14.2% | +12.6% | +1.7% | +12.7% |
| 3M | +15.5% | +10.0% | +5.5% | +14.1% |
| 6M | -18.9% | +0.6% | -19.6% | -19.2% |
| YTD | -40.1% | +13.4% | -53.5% | -41.2% |
| 1Y | -51.8% | +21.7% | -73.5% | -53.1% |
| 3Y | -55.2% | +45.8% | -101.1% | -57.8% |
| 5Y | -64.7% | +144.3% | -208.9% | -68.9% |
| 10Y | +327.0% | +41.8% | +285.2% | +252.7% |
| All | +698.7% | -20.5% | +719.2% | +585.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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