-58.5%
HUBS vs INDA
+7.9%
-66.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.3% |
| 7D | -9.0% | -2.7% | -6.3% | -7.7% |
| 30D | +7.2% | -2.8% | +10.0% | +8.8% |
| 3M | +20.9% | +1.6% | +19.2% | +20.1% |
| 6M | -13.0% | -1.4% | -11.6% | -12.6% |
| YTD | -43.8% | -10.1% | -33.7% | -40.5% |
| 1Y | -54.6% | -8.8% | -45.9% | -52.4% |
| 3Y | -58.5% | +7.6% | -66.1% | -65.1% |
| All | -58.5% | +7.9% | -66.3% | -65.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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