-46.7%
HUBS vs HUM
+31.0%
-77.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.2% | -1.7% | -2.9% |
| 7D | -5.0% | +4.2% | -9.2% | -5.2% |
| 30D | -1.0% | +10.4% | -11.4% | -1.6% |
| 3M | +12.4% | +15.1% | -2.7% | +10.8% |
| 6M | -11.1% | +120.9% | -132.0% | -19.5% |
| YTD | -38.3% | +57.9% | -96.2% | -41.6% |
| 1Y | -46.7% | +30.6% | -77.2% | -49.1% |
| All | -46.7% | +31.0% | -77.7% | -49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 HUM 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