-54.6%
HUBS vs EXE
+1.0%
-55.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +2.9% | +1.0% |
| 7D | -9.0% | -3.1% | -5.8% | -8.8% |
| 30D | +7.2% | -0.9% | +8.2% | +7.3% |
| 3M | +20.9% | +9.6% | +11.3% | +19.9% |
| 6M | -13.0% | -11.6% | -1.4% | -12.1% |
| YTD | -43.8% | -12.6% | -31.3% | -42.8% |
| 1Y | -54.6% | +1.2% | -55.8% | -53.4% |
| All | -54.6% | +1.0% | -55.7% | -53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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