-54.6%
HUBS vs JCI
+36.0%
-90.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.4% | +2.3% |
| 7D | -9.0% | +0.7% | -9.7% | -8.6% |
| 30D | +7.2% | -4.4% | +11.7% | +4.3% |
| 3M | +20.9% | +1.7% | +19.2% | +23.8% |
| 6M | -13.0% | +8.8% | -21.8% | -5.9% |
| YTD | -43.8% | +22.6% | -66.5% | -36.8% |
| 1Y | -54.6% | +36.2% | -90.9% | -50.3% |
| All | -54.6% | +36.0% | -90.6% | -50.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling