-54.2%
HUBS vs GD
+11.5%
-65.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.1% | -3.2% | -4.1% |
| 7D | -6.2% | -3.1% | -3.1% | -5.8% |
| 30D | +6.6% | -10.9% | +17.5% | +8.2% |
| 3M | +16.4% | +2.5% | +14.0% | +15.2% |
| 6M | -19.7% | -1.7% | -18.1% | -18.8% |
| YTD | -42.6% | +6.1% | -48.8% | -43.3% |
| 1Y | -54.2% | +11.7% | -65.9% | -52.9% |
| All | -54.2% | +11.5% | -65.7% | -52.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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