-54.1%
HUBS vs BROS
-18.6%
-35.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BROS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.9% | -5.2% | -4.6% |
| 7D | -13.0% | +2.5% | -15.5% | -13.9% |
| 30D | -1.8% | +15.1% | -16.9% | -7.4% |
| 3M | -13.0% | -31.4% | +18.4% | +1.6% |
| 6M | -12.4% | -22.6% | +10.2% | -3.0% |
| YTD | -46.0% | -28.1% | -17.9% | -40.2% |
| 1Y | -54.1% | -20.3% | -33.8% | -51.8% |
| All | -54.1% | -18.6% | -35.5% | -51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BROS.
Daily Out/Under-Performance
Portfolio return minus BROS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BROS 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 BROS 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