+308.1%
HUBS vs JCI
+348.5%
-40.4%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.4% | -0.3% |
| 7D | -9.0% | +0.7% | -9.7% | -9.3% |
| 30D | +7.2% | -4.4% | +11.7% | +9.1% |
| 3M | +20.9% | +1.7% | +19.2% | +17.9% |
| 6M | -13.0% | +8.8% | -21.8% | -20.3% |
| YTD | -43.8% | +22.6% | -66.5% | -52.9% |
| 1Y | -54.6% | +36.2% | -90.9% | -64.7% |
| 3Y | -58.5% | +168.0% | -226.5% | -79.4% |
| 5Y | -66.4% | +113.5% | -179.9% | -81.1% |
| All | +308.1% | +348.5% | -40.4% | +34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 10y: compounded portfolio wealth divided by compounded JCI 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…
10y analysis · Full analysis span regression · 6 months rolling