-66.4%
HUBS vs BRKR
-39.7%
-26.6%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | -9.0% | -8.7% | -0.3% | -5.9% |
| 30D | +7.2% | -9.9% | +17.1% | +11.1% |
| 3M | +20.9% | -3.1% | +24.0% | +17.4% |
| 6M | -13.0% | +45.5% | -58.5% | -31.6% |
| YTD | -43.8% | +13.7% | -57.5% | -50.9% |
| 1Y | -54.6% | +67.4% | -122.1% | -68.4% |
| 3Y | -58.5% | -13.2% | -45.2% | -63.3% |
| All | -66.4% | -39.7% | -26.6% | -60.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 5y: compounded portfolio wealth divided by compounded BRKR 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…
5y analysis · Full analysis span regression · 6 months rolling