-58.8%
HUBS vs CDW
-30.1%
-28.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.0% | -3.0% |
| 7D | -12.4% | -7.4% | -5.0% | -8.5% |
| 30D | +1.4% | +5.8% | -4.5% | -1.8% |
| 3M | +16.0% | +10.8% | +5.1% | +8.2% |
| 6M | -17.0% | +21.5% | -38.5% | -26.8% |
| YTD | -44.3% | +6.4% | -50.7% | -47.8% |
| 1Y | -54.3% | -14.8% | -39.5% | -51.8% |
| All | -58.8% | -30.1% | -28.7% | -58.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling