+308.1%
HUBS vs URI
+1,233.9%
-925.7%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -9.0% | -2.1% | -6.9% | -8.3% |
| 30D | +7.2% | -12.4% | +19.7% | +12.3% |
| 3M | +20.9% | -7.3% | +28.1% | +22.0% |
| 6M | -13.0% | +27.2% | -40.2% | -25.5% |
| YTD | -43.8% | +23.0% | -66.8% | -51.6% |
| 1Y | -54.6% | +3.9% | -58.6% | -58.1% |
| 3Y | -58.5% | +121.6% | -180.1% | -73.7% |
| 5Y | -66.4% | +201.1% | -267.5% | -81.8% |
| All | +308.1% | +1,233.9% | -925.7% | +12.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling