-58.5%
HUBS vs EIX
-7.1%
-51.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.1% | +0.8% |
| 7D | -9.0% | -1.4% | -7.6% | -9.0% |
| 30D | +7.2% | -19.3% | +26.5% | +7.4% |
| 3M | +20.9% | -21.7% | +42.5% | +20.8% |
| 6M | -13.0% | -19.8% | +6.8% | -13.1% |
| YTD | -43.8% | -3.0% | -40.8% | -45.0% |
| 1Y | -54.6% | +5.1% | -59.7% | -56.0% |
| 3Y | -58.5% | -7.0% | -51.5% | -60.8% |
| All | -58.5% | -7.1% | -51.3% | -60.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 3y: compounded portfolio wealth divided by compounded EIX 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…
3y analysis · Full analysis span regression · 6 months rolling