-54.1%
HUBS vs BR
-14.2%
-39.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +3.0% | -7.2% | -8.2% |
| 7D | -13.0% | +7.0% | -19.9% | -20.9% |
| 30D | -1.8% | +19.0% | -20.8% | -22.6% |
| 3M | -13.0% | +13.1% | -26.0% | -26.2% |
| 6M | -12.4% | +24.6% | -37.1% | -33.9% |
| YTD | -46.0% | -13.6% | -32.4% | -45.8% |
| 1Y | -54.1% | -13.1% | -41.0% | -55.4% |
| All | -54.1% | -14.2% | -39.9% | -55.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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