-54.6%
HUBS vs USHY
+3.5%
-58.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -9.0% | -0.7% | -8.3% | -8.2% |
| 30D | +7.2% | -0.7% | +7.9% | +8.3% |
| 3M | +20.9% | +0.1% | +20.8% | +21.5% |
| 6M | -13.0% | +1.8% | -14.8% | -14.9% |
| YTD | -43.8% | +1.8% | -45.6% | -45.2% |
| 1Y | -54.6% | +3.3% | -57.9% | -57.7% |
| All | -54.6% | +3.5% | -58.1% | -57.7% |
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