-46.7%
HUBS vs BTI
+5.0%
-51.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.1% | -1.8% | -3.1% |
| 7D | -5.0% | -1.4% | -3.6% | -5.2% |
| 30D | -1.0% | -6.6% | +5.6% | -2.4% |
| 3M | +12.4% | -3.0% | +15.3% | +13.8% |
| 6M | -11.1% | -6.7% | -4.4% | -11.2% |
| YTD | -38.3% | +0.6% | -38.9% | -36.3% |
| 1Y | -46.7% | +5.6% | -52.3% | -40.4% |
| All | -46.7% | +5.0% | -51.6% | -40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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