-54.6%
HUBS vs JD
-15.9%
-38.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.6% | +0.8% |
| 7D | -9.0% | -4.2% | -4.7% | -8.9% |
| 30D | +7.2% | -14.4% | +21.6% | +7.2% |
| 3M | +20.9% | -3.6% | +24.4% | +19.8% |
| 6M | -13.0% | -0.3% | -12.7% | -15.3% |
| YTD | -43.8% | -2.4% | -41.5% | -44.9% |
| 1Y | -54.6% | -18.5% | -36.1% | -54.5% |
| All | -54.6% | -15.9% | -38.7% | -54.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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