-46.7%
HUBS vs QS
-28.5%
-18.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.6% | -3.5% | -3.0% |
| 7D | -5.0% | -2.3% | -2.7% | -5.0% |
| 30D | -1.0% | -0.7% | -0.3% | -1.2% |
| 3M | +12.4% | -39.6% | +52.0% | +13.2% |
| 6M | -11.1% | -21.7% | +10.6% | -11.6% |
| YTD | -38.3% | -47.4% | +9.1% | -37.3% |
| 1Y | -46.7% | -28.4% | -18.3% | -44.2% |
| All | -46.7% | -28.5% | -18.2% | -44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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