-65.7%
HUBS vs URI
+208.5%
-274.2%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.3% | -5.6% | -4.8% |
| 7D | -6.2% | +5.0% | -11.2% | -8.0% |
| 30D | +6.6% | -9.4% | +16.0% | +10.2% |
| 3M | +16.4% | -5.8% | +22.3% | +16.8% |
| 6M | -19.7% | +25.8% | -45.6% | -31.5% |
| YTD | -42.6% | +27.9% | -70.5% | -52.1% |
| 1Y | -54.2% | +9.7% | -63.9% | -58.8% |
| 3Y | -57.1% | +128.0% | -185.1% | -76.7% |
| All | -65.7% | +208.5% | -274.2% | -86.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling