-66.4%
HUBS vs SU
+348.9%
-415.3%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -9.0% | +2.2% | -11.2% | -9.4% |
| 30D | +7.2% | +8.4% | -1.2% | +5.7% |
| 3M | +20.9% | +12.1% | +8.8% | +18.1% |
| 6M | -13.0% | +19.7% | -32.7% | -16.3% |
| YTD | -43.8% | +58.4% | -102.3% | -49.3% |
| 1Y | -54.6% | +67.2% | -121.9% | -59.6% |
| 3Y | -58.5% | +125.0% | -183.5% | -65.6% |
| All | -66.4% | +348.9% | -415.3% | -74.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling