-57.6%
HUBS vs SUI
+10.9%
-68.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.4% | -2.9% | -3.9% |
| 7D | -6.2% | -4.3% | -2.0% | -5.3% |
| 30D | +6.6% | -2.1% | +8.7% | +7.0% |
| 3M | +16.4% | -6.1% | +22.5% | +18.0% |
| 6M | -19.7% | -12.8% | -7.0% | -17.5% |
| YTD | -42.6% | -4.6% | -38.0% | -42.2% |
| 1Y | -54.2% | -7.7% | -46.5% | -53.5% |
| All | -57.6% | +10.9% | -68.5% | -60.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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