-49.2%
HUBS vs NTRS
+37.5%
-86.7%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -2.9% | -2.1% |
| 7D | -14.6% | +2.1% | -16.7% | -14.5% |
| 30D | -8.9% | +2.7% | -11.6% | -8.9% |
| 3M | -0.9% | -5.7% | +4.8% | -1.2% |
| 6M | -14.7% | +6.8% | -21.5% | -17.6% |
| YTD | -50.0% | +28.4% | -78.4% | -55.2% |
| 1Y | -49.2% | +37.5% | -86.7% | -56.9% |
| All | -49.2% | +37.5% | -86.7% | -56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 NTRS 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