-58.5%
HUBS vs BTI
+109.4%
-167.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.8% |
| 7D | -9.0% | -0.2% | -8.8% | -9.0% |
| 30D | +7.2% | -1.1% | +8.3% | +7.1% |
| 3M | +20.9% | -8.8% | +29.6% | +19.7% |
| 6M | -13.0% | -4.0% | -9.1% | -12.8% |
| YTD | -43.8% | +0.4% | -44.2% | -43.5% |
| 1Y | -54.6% | +1.9% | -56.6% | -54.2% |
| 3Y | -58.5% | +108.5% | -167.0% | -59.5% |
| All | -58.5% | +109.4% | -167.9% | -59.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling