+648.6%
HUBS vs BDX
+116.8%
+531.8%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.5% |
| 7D | -9.0% | -3.2% | -5.8% | -7.8% |
| 30D | +7.2% | -2.5% | +9.8% | +8.3% |
| 3M | +20.9% | +21.4% | -0.5% | +11.3% |
| 6M | -13.0% | +10.4% | -23.4% | -16.9% |
| YTD | -43.8% | +18.8% | -62.7% | -48.6% |
| 1Y | -54.6% | +21.7% | -76.3% | -59.1% |
| 3Y | -58.5% | -10.0% | -48.5% | -58.0% |
| 5Y | -66.4% | -1.8% | -64.6% | -68.1% |
| 10Y | +319.2% | +58.8% | +260.5% | +173.4% |
| All | +648.6% | +116.8% | +531.8% | +346.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling