-55.9%
HUBS vs BTG
+30.1%
-86.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +3.1% | -8.5% | -5.2% |
| 7D | -14.4% | +5.6% | -20.1% | -14.0% |
| 30D | -5.6% | +1.2% | -6.7% | -5.3% |
| 3M | -18.1% | +29.0% | -47.1% | -17.0% |
| 6M | -16.7% | +25.4% | -42.1% | -16.7% |
| YTD | -48.9% | +18.3% | -67.2% | -52.7% |
| 1Y | -55.9% | +32.4% | -88.3% | -62.1% |
| All | -55.9% | +30.1% | -86.0% | -62.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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