-67.9%
HUBS vs AS
+137.8%
-205.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.8% | -2.5% | -3.8% |
| 7D | -12.9% | +4.5% | -17.4% | -14.1% |
| 30D | -13.7% | +13.2% | -26.9% | -17.1% |
| 3M | -8.8% | -11.9% | +3.2% | -5.5% |
| 6M | -0.2% | -11.6% | +11.4% | +3.3% |
| YTD | -50.9% | -14.7% | -36.2% | -49.2% |
| 1Y | -49.0% | +5.7% | -54.7% | -51.2% |
| All | -67.9% | +137.8% | -205.6% | -74.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling