-58.5%
HUBS vs CTVA
+74.2%
-132.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CTVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +0.9% |
| 7D | -9.0% | -4.5% | -4.5% | -8.3% |
| 30D | +7.2% | +11.3% | -4.1% | +5.3% |
| 3M | +20.9% | +12.3% | +8.6% | +18.3% |
| 6M | -13.0% | +7.2% | -20.2% | -14.8% |
| YTD | -43.8% | +26.0% | -69.9% | -47.3% |
| 1Y | -54.6% | +16.0% | -70.7% | -56.7% |
| 3Y | -58.5% | +73.9% | -132.4% | -63.3% |
| All | -58.5% | +74.2% | -132.7% | -63.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CTVA.
Daily Out/Under-Performance
Portfolio return minus CTVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTVA 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 CTVA 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