-55.9%
HUBS vs BOXX
+4.1%
-60.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | 0.0% | -5.4% | -5.6% |
| 7D | -14.4% | +0.1% | -14.5% | -15.4% |
| 30D | -5.6% | +0.4% | -5.9% | -10.7% |
| 3M | -18.1% | +1.0% | -19.1% | -34.5% |
| 6M | -16.7% | +2.0% | -18.7% | -48.6% |
| YTD | -48.9% | +3.3% | -52.2% | -80.2% |
| 1Y | -55.9% | +4.0% | -59.9% | -89.4% |
| All | -55.9% | +4.1% | -60.0% | -89.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BOXX.
Daily Out/Under-Performance
Portfolio return minus BOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BOXX 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 BOXX 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