-13.0%
HUBS vs BTSG
+43.2%
-56.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | +0.9% |
| 7D | -9.0% | -3.3% | -5.7% | -9.3% |
| 30D | +7.2% | -1.6% | +8.8% | +7.2% |
| 3M | +20.9% | -6.9% | +27.8% | +20.5% |
| 6M | -13.0% | +42.1% | -55.1% | -13.3% |
| All | -13.0% | +43.2% | -56.3% | -13.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling