-54.2%
HUBS vs CSGP
-66.3%
+12.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.5% | -1.8% | -2.2% |
| 7D | -6.2% | -5.4% | -0.9% | -1.9% |
| 30D | +6.6% | -6.0% | +12.6% | +12.3% |
| 3M | +16.4% | -12.8% | +29.3% | +28.6% |
| 6M | -19.7% | -38.9% | +19.2% | +6.9% |
| YTD | -42.6% | -56.0% | +13.4% | -10.0% |
| 1Y | -54.2% | -66.4% | +12.3% | -22.5% |
| All | -54.2% | -66.3% | +12.2% | -22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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