+664.8%
HUBS vs BUD
-5.0%
+669.8%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.2% | -2.1% | -3.4% |
| 7D | -6.2% | -1.3% | -4.9% | -5.7% |
| 30D | +6.6% | -6.1% | +12.8% | +9.4% |
| 3M | +16.4% | -3.8% | +20.2% | +18.5% |
| 6M | -19.7% | +8.2% | -27.9% | -22.6% |
| YTD | -42.6% | +23.6% | -66.2% | -48.0% |
| 1Y | -54.2% | +33.4% | -87.6% | -59.8% |
| 3Y | -57.1% | +45.3% | -102.5% | -65.0% |
| 5Y | -66.2% | +44.3% | -110.5% | -72.7% |
| 10Y | +328.3% | -22.8% | +351.0% | +315.0% |
| All | +664.8% | -5.0% | +669.8% | +622.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling