-58.5%
HUBS vs QSR
+25.8%
-84.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.6% |
| 7D | -9.0% | -4.0% | -5.0% | -7.8% |
| 30D | +7.2% | +2.8% | +4.5% | +6.3% |
| 3M | +20.9% | +5.1% | +15.8% | +19.4% |
| 6M | -13.0% | +8.8% | -21.8% | -15.2% |
| YTD | -43.8% | +14.8% | -58.7% | -46.1% |
| 1Y | -54.6% | +25.7% | -80.4% | -57.8% |
| 3Y | -58.5% | +27.5% | -86.0% | -61.7% |
| All | -58.5% | +25.8% | -84.3% | -61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 3y: compounded portfolio wealth divided by compounded QSR 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…
3y analysis · Full analysis span regression · 6 months rolling