-54.6%
HUBS vs BDX
+22.7%
-77.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.7% |
| 7D | -9.0% | -3.2% | -5.8% | -8.8% |
| 30D | +7.2% | -2.5% | +9.8% | +7.4% |
| 3M | +20.9% | +21.4% | -0.5% | +19.1% |
| 6M | -13.0% | +10.4% | -23.4% | -16.3% |
| YTD | -43.8% | +18.8% | -62.7% | -47.5% |
| 1Y | -54.6% | +21.7% | -76.3% | -57.4% |
| All | -54.6% | +22.7% | -77.4% | -57.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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