-46.7%
HUBS vs SU
+70.8%
-117.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.3% | -1.6% | -3.1% |
| 7D | -5.0% | +2.9% | -7.9% | -4.6% |
| 30D | -1.0% | +7.2% | -8.2% | -0.2% |
| 3M | +12.4% | +2.8% | +9.5% | +11.6% |
| 6M | -11.1% | +18.2% | -29.3% | -2.7% |
| YTD | -38.3% | +54.0% | -92.3% | -26.2% |
| 1Y | -46.7% | +70.1% | -116.8% | -34.2% |
| All | -46.7% | +70.8% | -117.4% | -34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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