-66.4%
HUBS vs GRMN
+81.6%
-148.0%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.2% | -3.5% | -1.6% |
| 7D | -9.0% | +2.4% | -11.4% | -10.2% |
| 30D | +7.2% | -8.5% | +15.7% | +12.5% |
| 3M | +20.9% | +19.5% | +1.4% | +8.7% |
| 6M | -13.0% | +21.2% | -34.2% | -23.4% |
| YTD | -43.8% | +41.0% | -84.9% | -55.2% |
| 1Y | -54.6% | +19.6% | -74.2% | -60.4% |
| 3Y | -58.5% | +183.8% | -242.3% | -84.1% |
| All | -66.4% | +81.6% | -148.0% | -82.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 5y: compounded portfolio wealth divided by compounded GRMN 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…
5y analysis · Full analysis span regression · 6 months rolling