+722.6%
HUBS vs SUI
+233.8%
+488.8%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.6% | -2.8% |
| 7D | -5.0% | -2.8% | -2.2% | -3.6% |
| 30D | -1.0% | -1.2% | +0.1% | -0.5% |
| 3M | +12.4% | -1.7% | +14.1% | +13.5% |
| 6M | -11.1% | -10.5% | -0.7% | -6.3% |
| YTD | -38.3% | -1.8% | -36.5% | -38.3% |
| 1Y | -46.7% | -4.1% | -42.6% | -46.1% |
| 3Y | -55.1% | +11.3% | -66.4% | -60.1% |
| 5Y | -64.8% | -32.1% | -32.7% | -58.1% |
| 10Y | +334.3% | +110.4% | +223.9% | +213.4% |
| All | +722.6% | +233.8% | +488.8% | +341.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling