-58.8%
HUBS vs HAS
+45.4%
-104.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.3% | -4.2% | -3.3% |
| 7D | -12.4% | -3.1% | -9.3% | -11.6% |
| 30D | +1.4% | -6.4% | +7.8% | +3.3% |
| 3M | +16.0% | +10.4% | +5.6% | +12.8% |
| 6M | -17.0% | -3.7% | -13.3% | -16.7% |
| YTD | -44.3% | +12.5% | -56.7% | -47.5% |
| 1Y | -54.3% | +19.8% | -74.1% | -58.1% |
| All | -58.8% | +45.4% | -104.2% | -68.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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