-54.1%
HUBS vs USAR
-49.3%
-4.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -5.9% | +1.6% | -4.3% |
| 7D | -13.0% | -21.8% | +8.8% | -13.4% |
| 30D | -1.8% | -39.9% | +38.1% | -2.4% |
| 3M | -13.0% | -52.5% | +39.6% | -13.7% |
| 6M | -12.4% | -67.9% | +55.5% | -12.0% |
| YTD | -46.0% | -31.1% | -14.9% | -47.3% |
| 1Y | -54.1% | -49.8% | -4.3% | -54.4% |
| All | -54.1% | -49.3% | -4.8% | -54.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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