-58.5%
HUBS vs TD
+127.3%
-185.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.7% |
| 7D | -9.0% | -0.5% | -8.5% | -8.9% |
| 30D | +7.2% | -1.9% | +9.1% | +7.5% |
| 3M | +20.9% | +4.8% | +16.1% | +19.1% |
| 6M | -13.0% | +28.0% | -41.0% | -20.6% |
| YTD | -43.8% | +30.3% | -74.1% | -49.3% |
| 1Y | -54.6% | +59.8% | -114.4% | -62.7% |
| 3Y | -58.5% | +124.7% | -183.2% | -69.9% |
| All | -58.5% | +127.3% | -185.8% | -69.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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