-54.1%
HUBS vs BBWI
+2.4%
-56.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +4.1% | -8.3% | -4.9% |
| 7D | -13.0% | +8.8% | -21.8% | -14.3% |
| 30D | -1.8% | +34.8% | -36.6% | -6.9% |
| 3M | -13.0% | +12.9% | -25.9% | -15.6% |
| 6M | -12.4% | +29.6% | -42.0% | -17.0% |
| YTD | -46.0% | +20.8% | -66.8% | -48.1% |
| 1Y | -54.1% | +4.1% | -58.2% | -55.1% |
| All | -54.1% | +2.4% | -56.5% | -55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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