-54.1%
HUBS vs BEN
+56.2%
-110.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +4.7% | -8.9% | -5.0% |
| 7D | -13.0% | +6.7% | -19.7% | -14.1% |
| 30D | -1.8% | +3.0% | -4.8% | -2.4% |
| 3M | -13.0% | -4.3% | -8.6% | -12.3% |
| 6M | -12.4% | +16.4% | -28.8% | -15.8% |
| YTD | -46.0% | +46.8% | -92.8% | -50.6% |
| 1Y | -54.1% | +57.3% | -111.5% | -57.5% |
| All | -54.1% | +56.2% | -110.3% | -57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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