-54.1%
HUBS vs ROIV
+97.8%
-151.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +6.1% | -10.3% | -3.7% |
| 7D | -13.0% | +3.0% | -16.0% | -12.7% |
| 30D | -1.8% | +6.8% | -8.6% | -1.2% |
| 3M | -13.0% | +10.5% | -23.5% | -11.9% |
| 6M | -12.4% | +34.8% | -47.2% | -11.8% |
| YTD | -46.0% | +76.2% | -122.2% | -47.5% |
| 1Y | -54.1% | +92.4% | -146.5% | -53.4% |
| All | -54.1% | +97.8% | -151.9% | -53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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