-54.1%
HUBS vs DOW
+50.2%
-104.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -3.2% | -1.0% | -4.0% |
| 7D | -13.0% | -4.2% | -8.8% | -12.7% |
| 30D | -1.8% | +14.7% | -16.5% | -2.6% |
| 3M | -13.0% | +9.1% | -22.0% | -13.6% |
| 6M | -12.4% | -17.7% | +5.2% | -12.1% |
| YTD | -46.0% | +44.6% | -90.6% | -51.3% |
| 1Y | -54.1% | +51.9% | -106.0% | -60.3% |
| All | -54.1% | +50.2% | -104.3% | -60.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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