-58.5%
HUBS vs BR
-5.3%
-53.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.1% |
| 7D | -9.0% | -3.0% | -6.0% | -6.3% |
| 30D | +7.2% | -0.3% | +7.5% | +8.1% |
| 3M | +20.9% | +17.3% | +3.6% | +4.7% |
| 6M | -13.0% | -6.7% | -6.3% | -8.6% |
| YTD | -43.8% | -23.4% | -20.4% | -32.7% |
| 1Y | -54.6% | -32.7% | -22.0% | -41.0% |
| 3Y | -58.5% | -5.9% | -52.5% | -56.4% |
| All | -58.5% | -5.3% | -53.1% | -56.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling