-54.1%
HUBS vs EMB
+0.7%
-54.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.0% | -5.2% | -4.4% |
| 7D | -13.0% | +0.7% | -13.7% | -13.1% |
| 30D | -1.8% | +2.3% | -4.1% | -2.3% |
| 3M | -13.0% | -2.5% | -10.5% | -12.2% |
| 6M | -12.4% | -1.1% | -11.3% | -11.4% |
| YTD | -46.0% | -0.6% | -45.4% | -47.0% |
| 1Y | -54.1% | +0.6% | -54.7% | -53.6% |
| All | -54.1% | +0.7% | -54.8% | -53.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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