-46.7%
HUBS vs OMC
+9.8%
-56.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.5% | -0.5% | -1.6% |
| 7D | -5.0% | -6.4% | +1.4% | -1.5% |
| 30D | -1.0% | +1.1% | -2.2% | -1.1% |
| 3M | +12.4% | +10.4% | +1.9% | +8.4% |
| 6M | -11.1% | -1.7% | -9.4% | -11.3% |
| YTD | -38.3% | +4.4% | -42.7% | -38.5% |
| 1Y | -46.7% | +8.4% | -55.1% | -47.2% |
| All | -46.7% | +9.8% | -56.4% | -47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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