-58.5%
HUBS vs CNC
+1.2%
-59.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.7% |
| 7D | -9.0% | -0.9% | -8.1% | -8.9% |
| 30D | +7.2% | -1.0% | +8.2% | +7.3% |
| 3M | +20.9% | +4.5% | +16.3% | +20.5% |
| 6M | -13.0% | +85.2% | -98.3% | -16.2% |
| YTD | -43.8% | +61.4% | -105.3% | -45.5% |
| 1Y | -54.6% | +94.9% | -149.5% | -56.5% |
| 3Y | -58.5% | 0.0% | -58.5% | -59.8% |
| All | -58.5% | +1.2% | -59.6% | -59.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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