-58.5%
HUBS vs BAX
-35.4%
-23.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +1.0% |
| 7D | -9.0% | -7.9% | -1.1% | -8.1% |
| 30D | +7.2% | -11.7% | +18.9% | +8.8% |
| 3M | +20.9% | +16.2% | +4.7% | +19.6% |
| 6M | -13.0% | +32.0% | -45.0% | -14.9% |
| YTD | -43.8% | +24.7% | -68.6% | -45.7% |
| 1Y | -54.6% | -2.6% | -52.0% | -54.0% |
| 3Y | -58.5% | -35.0% | -23.5% | -54.4% |
| All | -58.5% | -35.4% | -23.1% | -54.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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