-55.9%
HUBS vs CAG
-4.0%
-51.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +1.6% | -7.0% | -5.8% |
| 7D | -14.4% | +10.1% | -24.5% | -16.9% |
| 30D | -5.6% | +15.3% | -20.9% | -9.4% |
| 3M | -18.1% | +3.3% | -21.4% | -19.0% |
| 6M | -16.7% | +12.1% | -28.8% | -18.6% |
| YTD | -48.9% | -5.3% | -43.7% | -51.4% |
| 1Y | -55.9% | -4.0% | -51.9% | -59.2% |
| All | -55.9% | -4.0% | -51.9% | -59.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 CAG 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