+648.6%
HUBS vs BTG
+207.2%
+441.4%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.8% |
| 7D | -9.0% | -3.8% | -5.2% | -8.8% |
| 30D | +7.2% | +3.6% | +3.6% | +6.9% |
| 3M | +20.9% | +32.0% | -11.2% | +18.2% |
| 6M | -13.0% | +3.4% | -16.4% | -13.9% |
| YTD | -43.8% | +20.8% | -64.6% | -45.4% |
| 1Y | -54.6% | +22.4% | -77.1% | -56.1% |
| 3Y | -58.5% | +91.7% | -150.2% | -61.9% |
| 5Y | -66.4% | +79.0% | -145.4% | -69.1% |
| 10Y | +319.2% | +152.6% | +166.7% | +283.8% |
| All | +648.6% | +207.2% | +441.4% | +570.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling