-54.6%
HUBS vs SEI
+134.3%
-188.9%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.1% | -4.3% | +1.7% |
| 7D | -9.0% | +22.6% | -31.6% | -5.3% |
| 30D | +7.2% | +9.1% | -1.9% | +9.7% |
| 3M | +20.9% | -11.3% | +32.2% | +24.3% |
| 6M | -13.0% | +22.0% | -35.1% | -10.2% |
| YTD | -43.8% | +47.3% | -91.1% | -43.4% |
| 1Y | -54.6% | +124.8% | -179.4% | -61.3% |
| All | -54.6% | +134.3% | -188.9% | -61.3% |
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