+642.7%
HUBS vs BWA
+66.4%
+576.3%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.7% | -3.5% | -3.1% |
| 7D | -12.4% | -0.1% | -12.3% | -12.4% |
| 30D | +1.4% | -5.5% | +6.9% | +2.8% |
| 3M | +16.0% | -7.6% | +23.6% | +17.6% |
| 6M | -17.0% | +25.0% | -42.0% | -26.1% |
| YTD | -44.3% | +47.0% | -91.2% | -55.0% |
| 1Y | -54.3% | +54.0% | -108.3% | -63.9% |
| 3Y | -58.4% | +70.7% | -129.1% | -69.6% |
| 5Y | -66.7% | +86.7% | -153.3% | -77.0% |
| 10Y | +315.9% | +154.0% | +161.9% | +115.8% |
| All | +642.7% | +66.4% | +576.3% | +327.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling