-61.3%
HUBS vs S
-57.1%
-4.3%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.0% |
| 7D | -9.0% | -0.7% | -8.3% | -8.7% |
| 30D | +7.2% | -11.4% | +18.7% | +13.9% |
| 3M | +20.9% | +33.8% | -12.9% | +4.2% |
| 6M | -13.0% | +39.5% | -52.5% | -26.7% |
| YTD | -43.8% | +31.7% | -75.5% | -51.0% |
| 1Y | -54.6% | +7.0% | -61.6% | -56.6% |
| 3Y | -58.5% | +11.8% | -70.2% | -64.2% |
| 5Y | -66.4% | -69.0% | +2.6% | -54.5% |
| All | -61.3% | -57.1% | -4.3% | -52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 10y: compounded portfolio wealth divided by compounded S 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…
10y analysis · Full analysis span regression · 6 months rolling