+698.7%
HUBS vs BIL
+25.2%
+673.5%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | 0.0% | -2.9% | -2.9% |
| 7D | -4.3% | +0.1% | -4.3% | -4.3% |
| 30D | +14.2% | +0.3% | +14.0% | +14.2% |
| 3M | +15.5% | +0.9% | +14.6% | +15.4% |
| 6M | -18.9% | +1.8% | -20.7% | -18.6% |
| YTD | -40.1% | +2.5% | -42.5% | -39.6% |
| 1Y | -51.8% | +3.7% | -55.5% | -51.2% |
| 3Y | -55.2% | +14.1% | -69.3% | -59.7% |
| 5Y | -64.7% | +19.4% | -84.1% | -73.5% |
| 10Y | +327.0% | +25.3% | +301.7% | +219.5% |
| All | +698.7% | +25.2% | +673.5% | +510.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling