+617.1%
HUBS vs SUI
+231.4%
+385.7%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.7% | +7.1% | +6.8% |
| 7D | +5.3% | -3.8% | +9.1% | +7.5% |
| 30D | -2.5% | +3.9% | -6.4% | -4.7% |
| 3M | +2.7% | +0.2% | +2.5% | +2.3% |
| 6M | +20.2% | -4.2% | +24.4% | +22.3% |
| YTD | -46.2% | -2.5% | -43.7% | -46.1% |
| 1Y | -45.3% | -4.0% | -41.3% | -44.7% |
| 3Y | -49.7% | +16.5% | -66.2% | -56.5% |
| 5Y | -74.3% | -27.2% | -47.1% | -70.5% |
| 10Y | +273.1% | +119.6% | +153.5% | +165.9% |
| All | +617.1% | +231.4% | +385.7% | +285.8% |
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