-54.1%
HUBS vs BWA
+17.4%
-71.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.5% | -1.7% | -5.4% |
| 7D | -13.0% | -9.9% | -3.1% | -17.3% |
| 30D | -1.8% | -16.4% | +14.6% | -9.8% |
| 3M | -13.0% | -19.8% | +6.9% | -21.3% |
| 6M | -12.4% | -10.0% | -2.5% | -14.9% |
| YTD | -46.0% | +12.7% | -58.8% | -47.7% |
| 1Y | -54.1% | +15.7% | -69.8% | -55.9% |
| All | -54.1% | +17.4% | -71.5% | -55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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