-46.7%
HUBS vs URI
+7.3%
-54.0%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.6% | -4.6% | -2.7% |
| 7D | -5.0% | -2.0% | -3.0% | -5.4% |
| 30D | -1.0% | -12.9% | +11.9% | -3.4% |
| 3M | +12.4% | -6.7% | +19.1% | +11.4% |
| 6M | -11.1% | +19.0% | -30.1% | -9.7% |
| YTD | -38.3% | +25.5% | -63.8% | -36.2% |
| 1Y | -46.7% | +5.5% | -52.2% | -43.7% |
| All | -46.7% | +7.3% | -54.0% | -43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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