-58.5%
HUBS vs FE
+46.6%
-105.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.8% |
| 7D | -9.0% | -1.4% | -7.6% | -9.2% |
| 30D | +7.2% | -1.9% | +9.1% | +7.0% |
| 3M | +20.9% | -0.2% | +21.0% | +20.9% |
| 6M | -13.0% | -7.1% | -6.0% | -13.8% |
| YTD | -43.8% | +6.1% | -50.0% | -43.5% |
| 1Y | -54.6% | +10.1% | -64.7% | -54.2% |
| 3Y | -58.5% | +46.9% | -105.3% | -58.6% |
| All | -58.5% | +46.6% | -105.1% | -58.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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