-58.5%
HUBS vs JBL
+195.4%
-253.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.0% | -4.2% | +0.4% |
| 7D | -9.0% | +2.4% | -11.4% | -9.2% |
| 30D | +7.2% | -13.1% | +20.4% | +8.4% |
| 3M | +20.9% | -15.6% | +36.5% | +22.8% |
| 6M | -13.0% | +24.6% | -37.6% | -20.1% |
| YTD | -43.8% | +39.6% | -83.5% | -50.6% |
| 1Y | -54.6% | +48.6% | -103.3% | -61.2% |
| 3Y | -58.5% | +197.3% | -255.7% | -71.8% |
| All | -58.5% | +195.4% | -253.9% | -71.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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