-58.5%
HUBS vs EXPE
+157.0%
-215.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | +0.2% |
| 7D | -9.0% | -5.8% | -3.2% | -6.8% |
| 30D | +7.2% | -13.6% | +20.9% | +13.8% |
| 3M | +20.9% | +25.2% | -4.3% | +11.1% |
| 6M | -13.0% | +22.3% | -35.4% | -18.7% |
| YTD | -43.8% | -0.3% | -43.5% | -44.2% |
| 1Y | -54.6% | +27.8% | -82.5% | -58.8% |
| 3Y | -58.5% | +162.4% | -220.9% | -66.6% |
| All | -58.5% | +157.0% | -215.5% | -66.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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