-58.5%
HUBS vs SPMO
+155.8%
-214.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.6% |
| 7D | -9.0% | -0.9% | -8.1% | -8.6% |
| 30D | +7.2% | -1.9% | +9.2% | +7.9% |
| 3M | +20.9% | -1.4% | +22.2% | +18.6% |
| 6M | -13.0% | +25.5% | -38.5% | -32.2% |
| YTD | -43.8% | +24.8% | -68.7% | -56.1% |
| 1Y | -54.6% | +24.5% | -79.1% | -64.5% |
| 3Y | -58.5% | +157.1% | -215.6% | -85.9% |
| All | -58.5% | +155.8% | -214.3% | -85.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 3y: compounded portfolio wealth divided by compounded SPMO 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…
3y analysis · Full analysis span regression · 6 months rolling