-58.5%
HUBS vs GEN
+60.3%
-118.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.1% |
| 7D | -9.0% | -1.3% | -7.7% | -8.2% |
| 30D | +7.2% | +6.1% | +1.1% | +3.5% |
| 3M | +20.9% | +27.0% | -6.1% | +4.9% |
| 6M | -13.0% | +43.9% | -56.9% | -29.3% |
| YTD | -43.8% | +13.0% | -56.8% | -47.6% |
| 1Y | -54.6% | +4.0% | -58.7% | -55.9% |
| 3Y | -58.5% | +66.2% | -124.6% | -67.3% |
| All | -58.5% | +60.3% | -118.7% | -67.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling