-58.5%
HUBS vs BWA
+70.7%
-129.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | +0.8% |
| 7D | -9.0% | -1.3% | -7.7% | -9.0% |
| 30D | +7.2% | -2.9% | +10.2% | +7.2% |
| 3M | +20.9% | -10.7% | +31.6% | +21.4% |
| 6M | -13.0% | +26.5% | -39.5% | -15.2% |
| YTD | -43.8% | +49.1% | -92.9% | -48.9% |
| 1Y | -54.6% | +52.1% | -106.7% | -59.1% |
| 3Y | -58.5% | +72.6% | -131.0% | -65.2% |
| All | -58.5% | +70.7% | -129.2% | -65.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling