-58.5%
HUBS vs BIL
+14.1%
-72.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.9% |
| 7D | -9.0% | +0.1% | -9.0% | -8.9% |
| 30D | +7.2% | +0.3% | +6.9% | +8.0% |
| 3M | +20.9% | +0.9% | +19.9% | +21.6% |
| 6M | -13.0% | +1.8% | -14.9% | -9.1% |
| YTD | -43.8% | +2.5% | -46.4% | -38.8% |
| 1Y | -54.6% | +3.7% | -58.3% | -45.3% |
| 3Y | -58.5% | +14.1% | -72.6% | +222.4% |
| All | -58.5% | +14.1% | -72.6% | +222.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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