-54.6%
HUBS vs DLTR
+19.1%
-73.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.9% |
| 7D | -9.0% | -10.1% | +1.1% | -6.8% |
| 30D | +7.2% | -8.1% | +15.4% | +9.2% |
| 3M | +20.9% | +2.9% | +18.0% | +20.5% |
| 6M | -13.0% | +4.3% | -17.4% | -13.6% |
| YTD | -43.8% | -3.9% | -39.9% | -43.7% |
| 1Y | -54.6% | +18.9% | -73.5% | -59.5% |
| All | -54.6% | +19.1% | -73.7% | -59.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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