-54.6%
HUBS vs TROW
+4.9%
-59.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +1.6% |
| 7D | -9.0% | -3.2% | -5.8% | -7.0% |
| 30D | +7.2% | -4.6% | +11.8% | +10.7% |
| 3M | +20.9% | -0.7% | +21.5% | +20.7% |
| 6M | -13.0% | +22.2% | -35.2% | -26.5% |
| YTD | -43.8% | +6.6% | -50.5% | -47.7% |
| 1Y | -54.6% | +5.8% | -60.5% | -57.7% |
| All | -54.6% | +4.9% | -59.5% | -57.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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