-58.8%
HUBS vs ROIV
+223.6%
-282.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.1% | -0.8% | -2.7% |
| 7D | -12.4% | +19.0% | -31.4% | -14.2% |
| 30D | +1.4% | +16.1% | -14.8% | -0.5% |
| 3M | +16.0% | +44.1% | -28.1% | +9.8% |
| 6M | -17.0% | +37.8% | -54.8% | -21.2% |
| YTD | -44.3% | +88.7% | -133.0% | -50.5% |
| 1Y | -54.3% | +197.3% | -251.6% | -63.5% |
| All | -58.8% | +223.6% | -282.4% | -69.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling