-66.4%
HUBS vs CDW
-17.6%
-48.8%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +7.8% | -7.1% | -4.6% |
| 7D | -9.0% | +0.9% | -9.9% | -9.8% |
| 30D | +7.2% | +13.1% | -5.8% | -1.9% |
| 3M | +20.9% | +19.7% | +1.2% | +4.6% |
| 6M | -13.0% | +30.7% | -43.8% | -30.2% |
| YTD | -43.8% | +14.7% | -58.6% | -51.1% |
| 1Y | -54.6% | -5.3% | -49.3% | -54.6% |
| 3Y | -58.5% | -23.8% | -34.6% | -54.5% |
| All | -66.4% | -17.6% | -48.8% | -67.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling