-66.4%
HUBS vs NI
+96.9%
-163.3%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -9.0% | 0.0% | -9.0% | -9.0% |
| 30D | +7.2% | -1.4% | +8.6% | +7.5% |
| 3M | +20.9% | -10.6% | +31.4% | +23.8% |
| 6M | -13.0% | -9.3% | -3.7% | -11.8% |
| YTD | -43.8% | +1.1% | -45.0% | -45.2% |
| 1Y | -54.6% | +3.4% | -58.0% | -56.2% |
| 3Y | -58.5% | +67.9% | -126.3% | -66.5% |
| All | -66.4% | +96.9% | -163.3% | -71.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 5y: compounded portfolio wealth divided by compounded NI 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…
5y analysis · Full analysis span regression · 6 months rolling