-58.5%
HUBS vs FIVN
-55.2%
-3.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | +0.1% |
| 7D | -9.0% | -7.8% | -1.1% | -5.1% |
| 30D | +7.2% | -1.7% | +9.0% | +8.8% |
| 3M | +20.9% | +47.2% | -26.3% | -0.3% |
| 6M | -13.0% | +82.7% | -95.8% | -35.2% |
| YTD | -43.8% | +52.9% | -96.8% | -54.8% |
| 1Y | -54.6% | +17.5% | -72.1% | -59.4% |
| 3Y | -58.5% | -55.8% | -2.6% | -49.0% |
| All | -58.5% | -55.2% | -3.2% | -49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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