+648.6%
HUBS vs UUUU
+93.3%
+555.3%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.0% | +5.8% | +1.5% |
| 7D | -9.0% | -10.5% | +1.5% | -7.5% |
| 30D | +7.2% | -10.5% | +17.7% | +8.7% |
| 3M | +20.9% | -14.1% | +35.0% | +22.2% |
| 6M | -13.0% | -35.5% | +22.4% | -9.5% |
| YTD | -43.8% | -10.9% | -32.9% | -46.0% |
| 1Y | -54.6% | +3.4% | -58.0% | -58.5% |
| 3Y | -58.5% | +73.1% | -131.6% | -67.8% |
| 5Y | -66.4% | +87.1% | -153.5% | -75.1% |
| 10Y | +319.2% | +463.0% | -143.8% | +130.7% |
| All | +648.6% | +93.3% | +555.3% | +327.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling