-58.8%
HUBS vs JD
-8.0%
-50.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.1% | -3.0% | -2.9% |
| 7D | -12.4% | -2.6% | -9.8% | -12.1% |
| 30D | +1.4% | -15.4% | +16.7% | +3.0% |
| 3M | +16.0% | -5.0% | +21.0% | +16.3% |
| 6M | -17.0% | +0.9% | -17.9% | -17.7% |
| YTD | -44.3% | -2.5% | -41.8% | -44.6% |
| 1Y | -54.3% | -16.0% | -38.3% | -53.8% |
| All | -58.8% | -8.0% | -50.8% | -57.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling