-58.5%
HUBS vs URA
+101.1%
-159.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.3% | +4.1% | +1.1% |
| 7D | -9.0% | -5.5% | -3.5% | -8.5% |
| 30D | +7.2% | -3.7% | +10.9% | +7.5% |
| 3M | +20.9% | -2.9% | +23.8% | +21.1% |
| 6M | -13.0% | -15.2% | +2.2% | -11.7% |
| YTD | -43.8% | +1.9% | -45.7% | -45.8% |
| 1Y | -54.6% | +6.9% | -61.6% | -57.2% |
| 3Y | -58.5% | +99.6% | -158.1% | -67.2% |
| All | -58.5% | +101.1% | -159.5% | -67.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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