+642.7%
HUBS vs JCI
+355.0%
+287.7%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.5% | -1.4% | -2.2% |
| 7D | -12.4% | +0.4% | -12.8% | -12.6% |
| 30D | +1.4% | -7.7% | +9.1% | +4.8% |
| 3M | +16.0% | +2.8% | +13.2% | +12.4% |
| 6M | -17.0% | +7.2% | -24.2% | -23.3% |
| YTD | -44.3% | +20.0% | -64.2% | -52.5% |
| 1Y | -54.3% | +33.3% | -87.6% | -63.7% |
| 3Y | -58.4% | +161.3% | -219.7% | -78.4% |
| 5Y | -66.7% | +108.8% | -175.4% | -80.5% |
| 10Y | +315.9% | +334.6% | -18.7% | +51.8% |
| All | +642.7% | +355.0% | +287.7% | +180.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling