-59.6%
HUBS vs USAR
+53.8%
-113.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.0% | +3.8% | +0.8% |
| 7D | -9.0% | -11.6% | +2.6% | -9.1% |
| 30D | +7.2% | -15.5% | +22.7% | +7.1% |
| 3M | +20.9% | -31.0% | +51.9% | +21.0% |
| 6M | -13.0% | -26.2% | +13.2% | -13.0% |
| YTD | -43.8% | +30.8% | -74.6% | -43.7% |
| 1Y | -54.6% | +7.1% | -61.7% | -54.3% |
| 3Y | -58.5% | +53.0% | -111.5% | -61.4% |
| All | -59.6% | +53.8% | -113.3% | -63.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling