-46.7%
HUBS vs DOW
+30.0%
-76.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.0% | +0.1% | -2.8% |
| 7D | -5.0% | -2.4% | -2.6% | -4.9% |
| 30D | -1.0% | +0.4% | -1.4% | -1.2% |
| 3M | +12.4% | -14.4% | +26.8% | +13.6% |
| 6M | -11.1% | -7.0% | -4.1% | -11.4% |
| YTD | -38.3% | +30.2% | -68.5% | -42.8% |
| 1Y | -46.7% | +29.2% | -75.9% | -51.0% |
| All | -46.7% | +30.0% | -76.7% | -51.0% |
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