-54.1%
HUBS vs CDW
+13.2%
-67.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +12.7% | -16.9% | -10.9% |
| 7D | -13.0% | +3.7% | -16.7% | -15.2% |
| 30D | -1.8% | +26.0% | -27.8% | -14.6% |
| 3M | -13.0% | +10.1% | -23.1% | -18.9% |
| 6M | -12.4% | +26.1% | -38.5% | -28.3% |
| YTD | -46.0% | +25.9% | -71.9% | -54.9% |
| 1Y | -54.1% | +21.5% | -75.6% | -60.8% |
| All | -54.1% | +13.2% | -67.3% | -60.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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