-66.4%
HUBS vs EXPE
+92.3%
-158.7%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | +0.1% |
| 7D | -9.0% | -5.8% | -3.2% | -6.4% |
| 30D | +7.2% | -13.6% | +20.9% | +14.9% |
| 3M | +20.9% | +25.2% | -4.3% | +8.7% |
| 6M | -13.0% | +22.3% | -35.4% | -20.5% |
| YTD | -43.8% | -0.3% | -43.5% | -44.1% |
| 1Y | -54.6% | +27.8% | -82.5% | -60.4% |
| 3Y | -58.5% | +162.4% | -220.9% | -76.6% |
| All | -66.4% | +92.3% | -158.7% | -77.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling