-66.4%
HUBS vs OPEN
-85.2%
+18.9%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.9% |
| 7D | -9.0% | -11.4% | +2.4% | -7.0% |
| 30D | +7.2% | -20.1% | +27.3% | +11.6% |
| 3M | +20.9% | -37.6% | +58.4% | +30.7% |
| 6M | -13.0% | -47.1% | +34.0% | -3.5% |
| YTD | -43.8% | -52.1% | +8.3% | -37.4% |
| 1Y | -54.6% | -73.5% | +18.8% | -45.7% |
| 3Y | -58.5% | -24.4% | -34.1% | -70.6% |
| All | -66.4% | -85.2% | +18.9% | -67.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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