+664.8%
HUBS vs EMB
+46.5%
+618.2%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.2% | -4.1% | -3.9% |
| 7D | -6.2% | 0.0% | -6.3% | -6.2% |
| 30D | +6.6% | -0.3% | +6.9% | +7.4% |
| 3M | +16.4% | -0.3% | +16.7% | +17.4% |
| 6M | -19.7% | +0.7% | -20.5% | -21.2% |
| YTD | -42.6% | +1.3% | -43.9% | -44.3% |
| 1Y | -54.2% | +4.7% | -58.9% | -58.4% |
| 3Y | -57.1% | +30.1% | -87.2% | -74.4% |
| 5Y | -66.2% | +6.9% | -73.1% | -69.5% |
| 10Y | +328.3% | +30.7% | +297.5% | +188.0% |
| All | +664.8% | +46.5% | +618.2% | +336.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling