-58.5%
HUBS vs HUM
-9.4%
-49.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.3% | -1.5% | +0.6% |
| 7D | -9.0% | +2.1% | -11.1% | -9.1% |
| 30D | +7.2% | +5.4% | +1.8% | +6.8% |
| 3M | +20.9% | +11.4% | +9.5% | +19.6% |
| 6M | -13.0% | +141.5% | -154.5% | -21.0% |
| YTD | -43.8% | +61.2% | -105.0% | -46.8% |
| 1Y | -54.6% | +49.2% | -103.8% | -56.8% |
| 3Y | -58.5% | -9.0% | -49.4% | -62.8% |
| All | -58.5% | -9.4% | -49.1% | -62.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling