-66.4%
HUBS vs BLDR
+10.9%
-77.3%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.4% | -1.6% | -0.2% |
| 7D | -9.0% | -8.2% | -0.8% | -5.8% |
| 30D | +7.2% | -16.6% | +23.9% | +15.3% |
| 3M | +20.9% | -23.2% | +44.0% | +32.8% |
| 6M | -13.0% | -33.7% | +20.7% | 0.0% |
| YTD | -43.8% | -41.3% | -2.5% | -33.5% |
| 1Y | -54.6% | -58.8% | +4.2% | -37.0% |
| 3Y | -58.5% | -57.5% | -1.0% | -51.1% |
| All | -66.4% | +10.9% | -77.3% | -81.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 5y: compounded portfolio wealth divided by compounded BLDR 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…
5y analysis · Full analysis span regression · 6 months rolling