-46.7%
HUBS vs DHI
-16.9%
-29.8%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.1% | -1.8% | -2.8% |
| 7D | -5.0% | -3.1% | -1.9% | -4.6% |
| 30D | -1.0% | -5.5% | +4.4% | -0.5% |
| 3M | +12.4% | -2.2% | +14.6% | +13.1% |
| 6M | -11.1% | -6.0% | -5.2% | -11.1% |
| YTD | -38.3% | 0.0% | -38.3% | -38.5% |
| 1Y | -46.7% | -18.2% | -28.4% | -45.2% |
| All | -46.7% | -16.9% | -29.8% | -45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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