-66.2%
HUBS vs PL
+72.5%
-138.8%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.3% | -0.9% | -3.7% |
| 7D | -6.2% | -13.9% | +7.6% | -4.0% |
| 30D | +6.6% | -25.5% | +32.1% | +11.6% |
| 3M | +16.4% | -44.8% | +61.2% | +26.4% |
| 6M | -19.7% | -33.3% | +13.6% | -20.6% |
| YTD | -42.6% | -12.7% | -30.0% | -47.2% |
| 1Y | -54.2% | +90.9% | -145.1% | -65.8% |
| 3Y | -57.1% | +528.5% | -585.6% | -80.4% |
| 5Y | -66.2% | +72.7% | -139.0% | -80.8% |
| All | -66.2% | +72.5% | -138.8% | -80.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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