-55.9%
HUBS vs BTI
+22.5%
-78.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.2% | -5.6% | -5.4% |
| 7D | -14.4% | +3.3% | -17.7% | -14.5% |
| 30D | -5.6% | +19.0% | -24.6% | -6.0% |
| 3M | -18.1% | +6.4% | -24.5% | -19.5% |
| 6M | -16.7% | +7.7% | -24.4% | -17.0% |
| YTD | -48.9% | +14.6% | -63.5% | -47.6% |
| 1Y | -55.9% | +22.0% | -77.9% | -54.6% |
| All | -55.9% | +22.5% | -78.4% | -54.6% |
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