-66.4%
HUBS vs ENTG
+16.8%
-83.2%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.4% | +0.1% |
| 7D | -9.0% | +1.2% | -10.2% | -9.4% |
| 30D | +7.2% | -12.9% | +20.1% | +11.5% |
| 3M | +20.9% | -3.1% | +23.9% | +14.9% |
| 6M | -13.0% | +21.0% | -34.0% | -28.4% |
| YTD | -43.8% | +67.0% | -110.9% | -62.3% |
| 1Y | -54.6% | +68.6% | -123.3% | -70.5% |
| 3Y | -58.5% | +48.6% | -107.1% | -74.6% |
| All | -66.4% | +16.8% | -83.2% | -74.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ENTG.
Daily Out/Under-Performance
Portfolio return minus ENTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENTG 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 5y: compounded portfolio wealth divided by compounded ENTG 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…
5y analysis · Full analysis span regression · 6 months rolling