-55.9%
HUBS vs HRB
+15.1%
-71.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.8% | -4.6% | -5.0% |
| 7D | -14.4% | +10.7% | -25.2% | -18.8% |
| 30D | -5.6% | +29.0% | -34.6% | -16.8% |
| 3M | -18.1% | +21.0% | -39.1% | -26.7% |
| 6M | -16.7% | +86.9% | -103.7% | -38.9% |
| YTD | -48.9% | +30.5% | -79.4% | -61.5% |
| 1Y | -55.9% | +13.6% | -69.5% | -67.6% |
| All | -55.9% | +15.1% | -71.0% | -67.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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