-59.6%
HUBS vs AS
+120.4%
-180.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +3.6% | -6.5% | -4.1% |
| 7D | -5.0% | -4.9% | -0.1% | -3.5% |
| 30D | -1.0% | -19.6% | +18.6% | +5.9% |
| 3M | +12.4% | -14.4% | +26.7% | +17.9% |
| 6M | -11.1% | -20.1% | +9.0% | -5.5% |
| YTD | -38.3% | -20.9% | -17.4% | -34.4% |
| 1Y | -46.7% | -21.9% | -24.8% | -43.5% |
| All | -59.6% | +120.4% | -180.0% | -67.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling