-54.1%
HUBS vs SW
+29.5%
-83.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +4.1% | -8.3% | -4.7% |
| 7D | -13.0% | +12.1% | -25.0% | -14.3% |
| 30D | -1.8% | +6.6% | -8.4% | -2.7% |
| 3M | -13.0% | -6.0% | -6.9% | -12.3% |
| 6M | -12.4% | +21.5% | -33.9% | -11.3% |
| YTD | -46.0% | +20.3% | -66.3% | -45.9% |
| 1Y | -54.1% | +28.1% | -82.2% | -55.3% |
| All | -54.1% | +29.5% | -83.6% | -55.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 1y: compounded portfolio wealth divided by compounded SW 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…
1y analysis · Full analysis span regression · 6 months rolling