-54.6%
HUBS vs S
+8.9%
-63.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.0% |
| 7D | -9.0% | -0.7% | -8.3% | -8.6% |
| 30D | +7.2% | -11.4% | +18.7% | +16.6% |
| 3M | +20.9% | +33.8% | -12.9% | -3.7% |
| 6M | -13.0% | +39.5% | -52.5% | -34.3% |
| YTD | -43.8% | +31.7% | -75.5% | -56.2% |
| 1Y | -54.6% | +7.0% | -61.6% | -60.3% |
| All | -54.6% | +8.9% | -63.6% | -60.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling