-55.9%
HUBS vs USHY
+1.4%
-57.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.3% | -5.1% | -5.3% |
| 7D | -14.4% | -0.5% | -13.9% | -14.2% |
| 30D | -5.6% | -0.1% | -5.5% | -5.5% |
| 3M | -18.1% | -2.5% | -15.6% | -16.4% |
| 6M | -16.7% | -1.3% | -15.4% | -14.9% |
| YTD | -48.9% | -0.2% | -48.8% | -49.5% |
| 1Y | -55.9% | +1.3% | -57.2% | -58.0% |
| All | -55.9% | +1.4% | -57.2% | -58.0% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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