-50.3%
HUBS vs LUMN
+44.7%
-95.0%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.0% | -0.9% | -2.9% |
| 7D | -5.0% | +12.1% | -17.1% | -5.6% |
| 30D | -1.0% | +11.3% | -12.4% | -1.7% |
| 3M | +12.4% | -31.6% | +44.0% | +15.3% |
| 6M | -11.1% | -2.7% | -8.4% | -12.3% |
| YTD | -38.3% | -12.9% | -25.4% | -38.9% |
| All | -50.3% | +44.7% | -95.0% | -51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LUMN.
Daily Out/Under-Performance
Portfolio return minus LUMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUMN 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 LUMN 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