+698.7%
HUBS vs URI
+928.8%
-230.1%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.5% | -3.4% | -3.1% |
| 7D | -4.3% | +2.5% | -6.8% | -5.1% |
| 30D | +14.2% | -12.5% | +26.8% | +19.6% |
| 3M | +15.5% | -6.2% | +21.7% | +16.1% |
| 6M | -18.9% | +25.9% | -44.8% | -29.6% |
| YTD | -40.1% | +26.2% | -66.3% | -48.5% |
| 1Y | -51.8% | +5.5% | -57.3% | -55.6% |
| 3Y | -55.2% | +125.0% | -180.2% | -71.0% |
| 5Y | -64.7% | +210.4% | -275.1% | -80.2% |
| 10Y | +327.0% | +1,157.2% | -830.2% | +25.9% |
| All | +698.7% | +928.8% | -230.1% | +122.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling