-54.1%
HUBS vs STZ
+14.7%
-68.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +5.3% | -9.5% | -4.1% |
| 7D | -13.0% | +13.0% | -26.0% | -12.8% |
| 30D | -1.8% | +29.4% | -31.2% | -0.3% |
| 3M | -13.0% | +11.6% | -24.5% | -13.2% |
| 6M | -12.4% | -0.2% | -12.2% | -16.2% |
| YTD | -46.0% | +8.6% | -54.6% | -50.1% |
| 1Y | -54.1% | +15.9% | -70.0% | -60.7% |
| All | -54.1% | +14.7% | -68.8% | -60.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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