-58.5%
HUBS vs BTDR
+4.4%
-62.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.7% | -2.9% | +0.6% |
| 7D | -9.0% | -3.4% | -5.6% | -8.8% |
| 30D | +7.2% | +32.6% | -25.4% | +5.2% |
| 3M | +20.9% | -32.2% | +53.1% | +23.1% |
| 6M | -13.0% | +52.4% | -65.4% | -17.7% |
| YTD | -43.8% | +6.7% | -50.5% | -45.8% |
| 1Y | -54.6% | -15.2% | -39.4% | -56.2% |
| 3Y | -58.5% | +14.9% | -73.3% | -65.0% |
| All | -58.5% | +4.4% | -62.8% | -65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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