-54.1%
HUBS vs GEN
+20.2%
-74.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +4.0% | -8.2% | -6.8% |
| 7D | -13.0% | +26.9% | -39.8% | -27.5% |
| 30D | -1.8% | +38.6% | -40.4% | -23.8% |
| 3M | -13.0% | +9.7% | -22.7% | -18.4% |
| 6M | -12.4% | +58.9% | -71.3% | -36.1% |
| YTD | -46.0% | +15.3% | -61.3% | -45.7% |
| 1Y | -54.1% | +21.8% | -75.9% | -56.8% |
| All | -54.1% | +20.2% | -74.3% | -56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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