-66.4%
HUBS vs HDB
-34.5%
-31.8%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.9% | -6.1% | -2.1% |
| 7D | -9.0% | +0.7% | -9.7% | -9.3% |
| 30D | +7.2% | +1.0% | +6.2% | +6.5% |
| 3M | +20.9% | -2.0% | +22.8% | +20.8% |
| 6M | -13.0% | -18.1% | +5.1% | -6.3% |
| YTD | -43.8% | -36.1% | -7.7% | -32.2% |
| 1Y | -54.6% | -34.0% | -20.6% | -46.3% |
| 3Y | -58.5% | -26.7% | -31.8% | -55.0% |
| All | -66.4% | -34.5% | -31.8% | -63.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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