+664.8%
HUBS vs URA
+186.2%
+478.6%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.3% | -2.9% | -3.8% |
| 7D | -6.2% | +5.7% | -12.0% | -8.0% |
| 30D | +6.6% | +5.6% | +1.0% | +4.3% |
| 3M | +16.4% | +6.2% | +10.2% | +12.2% |
| 6M | -19.7% | -8.2% | -11.5% | -20.1% |
| YTD | -42.6% | +9.7% | -52.3% | -47.9% |
| 1Y | -54.2% | +17.0% | -71.2% | -60.2% |
| 3Y | -57.1% | +118.5% | -175.6% | -73.3% |
| 5Y | -66.2% | +134.3% | -200.6% | -80.1% |
| 10Y | +328.3% | +377.5% | -49.2% | +71.1% |
| All | +664.8% | +186.2% | +478.6% | +218.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling