+308.1%
HUBS vs BLK
+283.5%
+24.6%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | -0.5% |
| 7D | -9.0% | -3.3% | -5.7% | -6.5% |
| 30D | +7.2% | -6.5% | +13.8% | +13.4% |
| 3M | +20.9% | +6.7% | +14.1% | +14.8% |
| 6M | -13.0% | +14.7% | -27.8% | -23.6% |
| YTD | -43.8% | +2.5% | -46.4% | -46.7% |
| 1Y | -54.6% | -2.8% | -51.9% | -55.2% |
| 3Y | -58.5% | +65.9% | -124.3% | -74.4% |
| 5Y | -66.4% | +33.0% | -99.4% | -75.0% |
| All | +308.1% | +283.5% | +24.6% | +23.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling