-66.4%
HUBS vs URA
+91.2%
-157.6%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.3% | +4.1% | +1.8% |
| 7D | -9.0% | -5.5% | -3.5% | -7.4% |
| 30D | +7.2% | -3.7% | +10.9% | +8.1% |
| 3M | +20.9% | -2.9% | +23.8% | +20.4% |
| 6M | -13.0% | -15.2% | +2.2% | -10.9% |
| YTD | -43.8% | +1.9% | -45.7% | -48.1% |
| 1Y | -54.6% | +6.9% | -61.6% | -59.9% |
| 3Y | -58.5% | +99.6% | -158.1% | -75.4% |
| All | -66.4% | +91.2% | -157.6% | -81.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling