-66.4%
HUBS vs UUUU
+79.1%
-145.5%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.0% | +5.8% | +1.6% |
| 7D | -9.0% | -10.5% | +1.5% | -7.3% |
| 30D | +7.2% | -10.5% | +17.7% | +8.8% |
| 3M | +20.9% | -14.1% | +35.0% | +22.5% |
| 6M | -13.0% | -35.5% | +22.4% | -8.7% |
| YTD | -43.8% | -10.9% | -32.9% | -47.0% |
| 1Y | -54.6% | +3.4% | -58.0% | -60.3% |
| 3Y | -58.5% | +73.1% | -131.6% | -71.8% |
| All | -66.4% | +79.1% | -145.5% | -79.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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