-44.4%
HUBS vs COMP
+7.7%
-52.1%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | +0.4% |
| 7D | +8.3% | 0.0% | +8.3% | +8.3% |
| 30D | -4.0% | +16.6% | -20.5% | -6.6% |
| 3M | -9.7% | -23.5% | +13.8% | -6.7% |
| 6M | +21.4% | +25.7% | -4.4% | +20.1% |
| YTD | -45.9% | -3.4% | -42.5% | -42.1% |
| 1Y | -44.4% | +7.6% | -52.0% | -40.6% |
| All | -44.4% | +7.7% | -52.1% | -40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 COMP 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