-54.6%
HUBS vs KEY
+18.0%
-72.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.8% |
| 7D | -9.0% | -1.5% | -7.5% | -8.9% |
| 30D | +7.2% | -3.7% | +10.9% | +7.6% |
| 3M | +20.9% | -1.3% | +22.1% | +21.4% |
| 6M | -13.0% | +13.3% | -26.4% | -15.8% |
| YTD | -43.8% | +9.0% | -52.8% | -45.7% |
| 1Y | -54.6% | +18.7% | -73.3% | -59.1% |
| All | -54.6% | +18.0% | -72.6% | -59.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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