-53.4%
HUBS vs BTSG
+116.4%
-169.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.1% | -4.2% | -4.2% |
| 7D | -13.0% | +17.4% | -30.4% | -12.5% |
| 30D | -1.8% | +12.6% | -14.4% | -1.3% |
| 3M | -13.0% | +11.2% | -24.2% | -12.7% |
| 6M | -12.4% | +30.4% | -42.8% | -12.8% |
| YTD | -46.0% | +86.4% | -132.4% | -47.7% |
| All | -53.4% | +116.4% | -169.8% | -56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 BTSG 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