-58.5%
HUBS vs EXE
+15.6%
-74.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +2.9% | +1.2% |
| 7D | -9.0% | -3.1% | -5.8% | -8.5% |
| 30D | +7.2% | -0.9% | +8.2% | +7.4% |
| 3M | +20.9% | +9.6% | +11.3% | +18.6% |
| 6M | -13.0% | -11.6% | -1.4% | -11.1% |
| YTD | -43.8% | -12.6% | -31.3% | -42.5% |
| 1Y | -54.6% | +1.2% | -55.8% | -55.4% |
| 3Y | -58.5% | +18.0% | -76.5% | -60.5% |
| All | -58.5% | +15.6% | -74.1% | -60.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling