-58.5%
HUBS vs IT
-49.4%
-9.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.3% | -4.5% | -2.5% |
| 7D | -9.0% | -3.7% | -5.3% | -7.1% |
| 30D | +7.2% | +0.1% | +7.2% | +7.4% |
| 3M | +20.9% | +20.7% | +0.2% | +6.1% |
| 6M | -13.0% | +12.0% | -25.0% | -19.2% |
| YTD | -43.8% | -28.8% | -15.0% | -34.7% |
| 1Y | -54.6% | -25.5% | -29.1% | -48.4% |
| 3Y | -58.5% | -48.8% | -9.7% | -38.2% |
| All | -58.5% | -49.4% | -9.1% | -38.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling