+224.4%
HUBS vs SEI
+644.4%
-420.0%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.1% | -4.3% | +0.4% |
| 7D | -9.0% | +22.6% | -31.6% | -10.6% |
| 30D | +7.2% | +9.1% | -1.9% | +6.0% |
| 3M | +20.9% | -11.3% | +32.2% | +20.8% |
| 6M | -13.0% | +22.0% | -35.1% | -17.1% |
| YTD | -43.8% | +47.3% | -91.1% | -48.3% |
| 1Y | -54.6% | +124.8% | -179.4% | -60.8% |
| 3Y | -58.5% | +591.3% | -649.7% | -71.2% |
| 5Y | -66.4% | +1,008.2% | -1,074.6% | -79.8% |
| All | +224.4% | +644.4% | -420.0% | +84.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling