-54.2%
HUBS vs AS
-24.2%
-30.0%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.2% | -1.0% | -3.5% |
| 7D | -6.2% | -2.8% | -3.5% | -5.6% |
| 30D | +6.6% | -23.2% | +29.8% | +13.3% |
| 3M | +16.4% | -20.1% | +36.5% | +22.9% |
| 6M | -19.7% | -18.5% | -1.2% | -15.7% |
| YTD | -42.6% | -25.6% | -17.0% | -39.0% |
| 1Y | -54.2% | -24.4% | -29.8% | -53.0% |
| All | -54.2% | -24.2% | -30.0% | -53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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