+648.6%
HUBS vs SU
+204.4%
+444.2%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -9.0% | +2.2% | -11.2% | -9.5% |
| 30D | +7.2% | +8.4% | -1.2% | +5.1% |
| 3M | +20.9% | +12.1% | +8.8% | +17.1% |
| 6M | -13.0% | +19.7% | -32.7% | -17.5% |
| YTD | -43.8% | +58.4% | -102.3% | -50.7% |
| 1Y | -54.6% | +67.2% | -121.9% | -60.9% |
| 3Y | -58.5% | +125.0% | -183.5% | -67.4% |
| 5Y | -66.4% | +355.1% | -421.5% | -79.0% |
| 10Y | +319.2% | +263.7% | +55.5% | +159.5% |
| All | +648.6% | +204.4% | +444.2% | +353.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling