-58.5%
HUBS vs KVUE
-9.0%
-49.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -9.0% | -5.1% | -3.9% | -8.6% |
| 30D | +7.2% | -6.3% | +13.6% | +7.9% |
| 3M | +20.9% | -0.5% | +21.4% | +21.7% |
| 6M | -13.0% | +3.1% | -16.1% | -12.4% |
| YTD | -43.8% | +6.7% | -50.5% | -43.5% |
| 1Y | -54.6% | -1.1% | -53.5% | -54.4% |
| 3Y | -58.5% | -8.7% | -49.7% | -57.4% |
| All | -58.5% | -9.0% | -49.5% | -57.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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