+664.8%
HUBS vs UAL
+131.9%
+532.9%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.0% | -3.2% | -4.0% |
| 7D | -6.2% | -1.1% | -5.1% | -6.0% |
| 30D | +6.6% | -13.4% | +20.1% | +10.8% |
| 3M | +16.4% | -2.3% | +18.7% | +16.4% |
| 6M | -19.7% | +13.3% | -33.1% | -24.3% |
| YTD | -42.6% | -4.2% | -38.4% | -43.4% |
| 1Y | -54.2% | +1.4% | -55.6% | -55.8% |
| 3Y | -57.1% | +125.8% | -183.0% | -68.6% |
| 5Y | -66.2% | +130.0% | -196.2% | -76.1% |
| 10Y | +328.3% | +104.2% | +224.0% | +171.2% |
| All | +664.8% | +131.9% | +532.9% | +271.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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