-46.7%
HUBS vs SEI
+105.8%
-152.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +3.4% | -6.4% | -2.3% |
| 7D | -5.0% | +10.2% | -15.3% | -3.3% |
| 30D | -1.0% | -1.0% | 0.0% | -0.9% |
| 3M | +12.4% | -27.9% | +40.3% | +11.1% |
| 6M | -11.1% | +10.4% | -21.5% | -11.4% |
| YTD | -38.3% | +20.1% | -58.4% | -39.4% |
| 1Y | -46.7% | +109.7% | -156.4% | -48.4% |
| All | -46.7% | +105.8% | -152.5% | -48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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