-55.9%
HUBS vs BLK
+12.9%
-68.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -4.4% | -1.0% | -4.8% |
| 7D | -14.4% | -0.5% | -14.0% | -14.3% |
| 30D | -5.6% | +8.5% | -14.0% | -6.8% |
| 3M | -18.1% | +3.8% | -21.9% | -18.3% |
| 6M | -16.7% | +12.8% | -29.5% | -18.1% |
| YTD | -48.9% | +11.2% | -60.1% | -49.6% |
| 1Y | -55.9% | +11.4% | -67.3% | -56.6% |
| All | -55.9% | +12.9% | -68.8% | -56.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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