-46.7%
HUBS vs DE
+49.4%
-96.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.1% | -2.8% | -3.0% |
| 7D | -5.0% | +10.0% | -15.0% | -0.1% |
| 30D | -1.0% | +13.3% | -14.4% | +6.0% |
| 3M | +12.4% | +17.5% | -5.1% | +23.1% |
| 6M | -11.1% | +13.6% | -24.7% | -2.4% |
| YTD | -38.3% | +49.8% | -88.1% | -28.3% |
| 1Y | -46.7% | +47.9% | -94.5% | -35.6% |
| All | -46.7% | +49.4% | -96.1% | -35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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