-17.0%
HUBS vs VIK
+16.2%
-33.2%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.2% | -1.6% | -2.8% |
| 7D | -12.4% | -1.8% | -10.5% | -12.3% |
| 30D | +1.4% | -17.3% | +18.7% | +2.6% |
| 3M | +16.0% | -5.1% | +21.0% | +17.4% |
| 6M | -17.0% | +16.2% | -33.2% | -17.5% |
| All | -17.0% | +16.2% | -33.2% | -17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 6mo: compounded portfolio wealth divided by compounded VIK 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…
6mo analysis · Full analysis span regression · 6 months rolling