+308.1%
HUBS vs BUD
-22.3%
+330.4%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | 0.0% | +0.5% |
| 7D | -9.0% | -2.6% | -6.4% | -8.0% |
| 30D | +7.2% | -1.2% | +8.5% | +7.9% |
| 3M | +20.9% | -4.9% | +25.8% | +23.5% |
| 6M | -13.0% | +9.3% | -22.3% | -16.3% |
| YTD | -43.8% | +24.0% | -67.8% | -48.9% |
| 1Y | -54.6% | +34.5% | -89.2% | -60.2% |
| 3Y | -58.5% | +43.7% | -102.1% | -65.7% |
| 5Y | -66.4% | +46.0% | -112.4% | -72.8% |
| All | +308.1% | -22.3% | +330.4% | +274.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling