-54.6%
HUBS vs LII
-34.1%
-20.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.6% | +0.7% |
| 7D | -9.0% | -6.3% | -2.7% | -9.5% |
| 30D | +7.2% | -13.0% | +20.3% | +5.8% |
| 3M | +20.9% | -29.0% | +49.9% | +15.6% |
| 6M | -13.0% | -27.7% | +14.6% | -16.3% |
| YTD | -43.8% | -24.2% | -19.6% | -46.9% |
| 1Y | -54.6% | -34.8% | -19.8% | -56.3% |
| All | -54.6% | -34.1% | -20.5% | -56.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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