-54.6%
HUBS vs FIS
-40.5%
-14.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.6% |
| 7D | -9.0% | -7.9% | -1.1% | -0.3% |
| 30D | +7.2% | -8.0% | +15.2% | +18.0% |
| 3M | +20.9% | +0.6% | +20.3% | +21.5% |
| 6M | -13.0% | -22.2% | +9.2% | +14.2% |
| YTD | -43.8% | -40.8% | -3.1% | -17.7% |
| 1Y | -54.6% | -41.5% | -13.1% | -33.3% |
| All | -54.6% | -40.5% | -14.2% | -33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 FIS 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