-54.1%
HUBS vs BURL
-4.6%
-49.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +7.7% | -11.9% | -4.3% |
| 7D | -13.0% | +10.4% | -23.4% | -13.1% |
| 30D | -1.8% | -4.9% | +3.1% | -1.6% |
| 3M | -13.0% | -29.8% | +16.8% | -11.2% |
| 6M | -12.4% | -16.5% | +4.0% | -10.8% |
| YTD | -46.0% | -10.5% | -35.5% | -44.4% |
| 1Y | -54.1% | -5.3% | -48.8% | -52.7% |
| All | -54.1% | -4.6% | -49.5% | -52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 BURL 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