-54.1%
HUBS vs IT
-17.9%
-36.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.5% | -5.7% | -5.3% |
| 7D | -13.0% | -5.5% | -7.5% | -10.6% |
| 30D | -1.8% | +10.3% | -12.1% | -10.1% |
| 3M | -13.0% | +11.5% | -24.5% | -20.9% |
| 6M | -12.4% | +40.3% | -52.7% | -33.5% |
| YTD | -46.0% | -17.9% | -28.1% | -41.9% |
| 1Y | -54.1% | -8.8% | -45.3% | -54.8% |
| All | -54.1% | -17.9% | -36.2% | -54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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